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

Congress Wealth 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
2025 Q2	$1.23M	Sell	37,027 -22,014	-37%	-$704K	0.01%	658
2025 Q1	$1.79M	Buy	59,041 +418	+0.7%	+$12.2K	0.02%	518
2024 Q4	$1.63M	Buy	58,623 +365	+0.6%	+$10.6K	0.02%	440
2024 Q3	$1.77M	Sell	58,258 -124,819	-68%	-$3.63M	0.02%	442
2024 Q2	$5M	Sell	183,077 -45,004	-20%	-$1.25M	0.08%	247
2024 Q1	$6.4M	Buy	228,081 +1,364	+0.6%	+$38.1K	0.11%	203
2023 Q4	$6.39M	Sell	226,717 -871	-0.4%	-$23.2K	0.12%	198
2023 Q3	$5.94M	Buy	+227,588	New	+$6.18M	0.12%	195

Other funds holding IDLV

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Congress Wealth Management's IDLV Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 37% in Q2 2025, selling an estimated $704K and leaving 37,027 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #658.

Congress Wealth Management first reported a position in IDLV in Q3 2023 and has held it in 8 quarters since. The position peaked at $6.4M in Q1 2024. 103 funds tracked by Wall St. Rank hold IDLV as of Q2 2025.

Congress Wealth Management held 37,027 shares of Invesco S&P International Developed Low Volatility ETF worth $1.23M as of Q2 2025.
Congress Wealth Management sold 22,014 Invesco S&P International Developed Low Volatility ETF shares in Q2 2025, an estimated $704K.
Invesco S&P International Developed Low Volatility ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #658 holding.
Congress Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $6.4M in Q1 2024.
103 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.