Belpointe Asset Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Belpointe Asset Management’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	–	Sell	-7,155	Closed	-$243K	–	1127
2025 Q4	$243K	Buy	+7,155	New	+$240K	0.01%	892
2023 Q2	–	Sell	-290	Closed	-$7.92K	–	1849
2023 Q1	$7.92K	Hold	290	–	–	﹤0.01%	2830
2022 Q4	$7.75K	Buy	+290	New	+$7.49K	﹤0.01%	2739
2021 Q4	–	Sell	-8,291	Closed	-$254K	–	1228
2021 Q3	$254K	Buy	+8,291	New	+$263K	0.02%	765

Other funds holding IDLV

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Belpointe Asset Management's IDLV Position: Q1 2026 in Review

Belpointe Asset Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2026, closing a stake of 7,155 shares — an estimated $243K sold.

Belpointe Asset Management first reported a position in IDLV in Q3 2021 and held it in 4 quarters. The position peaked at $254K in Q3 2021. 106 funds tracked by Wall St. Rank hold IDLV as of Q1 2026.

Belpointe Asset Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 7,155 Invesco S&P International Developed Low Volatility ETF shares in Q1 2026, an estimated $243K.
Belpointe Asset Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2021 and held it in 4 quarters.
Belpointe Asset Management's Invesco S&P International Developed Low Volatility ETF position peaked at $254K in Q3 2021.
106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.