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

Centaurus Financial’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
2019
Q3 		– Sell
-7,978
Closed -$270K – 503
2019
Q2 		$270K Buy
+7,978
New +$265K 0.04% 373

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
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Centaurus Financial's IDLV Position: Q3 2019 in Review

Centaurus Financial sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2019, closing a stake of 7,978 shares — an estimated $270K sold.

Centaurus Financial first reported a position in IDLV in Q2 2019 and held it in 1 quarter. The position peaked at $270K in Q2 2019. 103 funds tracked by Wall St. Rank hold IDLV as of Q3 2019.

  • Centaurus Financial reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Centaurus Financial sold 7,978 Invesco S&P International Developed Low Volatility ETF shares in Q3 2019, an estimated $270K.
  • Centaurus Financial first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2019 and held it in 1 quarter.
  • Centaurus Financial's Invesco S&P International Developed Low Volatility ETF position peaked at $270K in Q2 2019.
  • 103 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2019.

Based on Centaurus Financial's 13F filing for Q3 2019, filed 12 Nov 2019.