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Bell Investment Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Bell Investment 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
2026
Q1 		$6.99M Buy
202,901
+9,006
+5% +$316K 1.09% 22
2025
Q4 		$6.57M Sell
193,895
-9,533
-5% -$320K 1.04% 23
2025
Q3 		$6.81M Buy
203,428
+7,054
+4% +$237K 1.11% 23
2025
Q2 		$6.5M Buy
196,374
+30,195
+18% +$966K 1.12% 21
2025
Q1 		$5.04M Sell
166,179
-1,081
-0.6% -$31.6K 0.93% 25
2024
Q4 		$4.65M Buy
167,260
+17,676
+12% +$513K 0.87% 25
2024
Q3 		$4.55M Sell
149,584
-1,798
-1% -$52.3K 0.83% 25
2024
Q2 		$4.13M Buy
151,382
+393
+0.3% +$10.9K 0.81% 25
2024
Q1 		$4.24M Sell
150,989
-7,375
-5% -$206K 0.83% 24
2023
Q4 		$4.46M Sell
158,364
-21,325
-12% -$568K 0.92% 25
2023
Q3 		$4.69M Sell
179,689
-8,652
-5% -$235K 1.05% 25
2023
Q2 		$5.15M Sell
188,341
-961
-0.5% -$26.8K 1.14% 21
2023
Q1 		$5.18M Buy
189,302
+388
+0.2% +$10.6K 1.21% 20
2022
Q4 		$5.06M Buy
188,914
+2,247
+1% +$58K 1.26% 20
2022
Q3 		$4.6M Buy
186,667
+27,815
+18% +$764K 1.43% 18
2022
Q2 		$4.39M Buy
+158,852
New +$4.7M 1.35% 19
2021
Q4 		$3.95M Buy
123,840
+15,360
+14% +$483K 1.08% 24
2021
Q3 		$3.32M Buy
+108,480
New +$3.44M 0.98% 23

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bell Investment Advisors's IDLV Position: Q1 2026 in Review

Bell Investment Advisors increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 4.6% in Q1 2026, buying an estimated $316K and bringing the position to 202,901 shares worth $6.99M. The position accounts for 1.09% of the portfolio, ranked #22.

Bell Investment Advisors first reported a position in IDLV in Q3 2021 and has held it in 18 quarters since. 106 funds tracked by Wall St. Rank hold IDLV as of Q1 2026.

  • Bell Investment Advisors held 202,901 shares of Invesco S&P International Developed Low Volatility ETF worth $6.99M as of Q1 2026.
  • Bell Investment Advisors bought 9,006 Invesco S&P International Developed Low Volatility ETF shares in Q1 2026, an estimated $316K.
  • Invesco S&P International Developed Low Volatility ETF made up 1.09% of Bell Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Bell Investment Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2021 and has held it in 18 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.