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

Cahill Financial 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
2021
Q4 		– Sell
-1,039
Closed -$32K – 469
2021
Q3 		$32K Buy
+1,039
New +$32.9K 0.01% 390

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cahill Financial Advisors's IDLV Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2021, closing a stake of 1,039 shares — an estimated $32K sold.

Cahill Financial Advisors first reported a position in IDLV in Q3 2021 and held it in 1 quarter. The position peaked at $32K in Q3 2021. 95 funds tracked by Wall St. Rank hold IDLV as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,039 Invesco S&P International Developed Low Volatility ETF shares in Q4 2021, an estimated $32K.
  • Cahill Financial Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $32K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.