BWA
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BDO Wealth Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

BDO Wealth Advisors’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-690
Closed -$17K – 1047
2022
Q3 		$17K Buy
+690
New +$19K ﹤0.01% 606

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

BDO Wealth Advisors's IDLV Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2022, closing a stake of 690 shares — an estimated $17K sold.

BDO Wealth Advisors first reported a position in IDLV in Q3 2022 and held it in 1 quarter. The position peaked at $17K in Q3 2022. 87 funds tracked by Wall St. Rank hold IDLV as of Q4 2022.

  • BDO Wealth Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 690 Invesco S&P International Developed Low Volatility ETF shares in Q4 2022, an estimated $17K.
  • BDO Wealth Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2022 and held it in 1 quarter.
  • BDO Wealth Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $17K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.