Consultiva Wealth Management’s Invesco S&P International Developed High Dividend Low Volatility ETF IDHD Stock Holding History

Consultiva Wealth Management’s Portfolio IDHD Stock Details IDHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,185	Closed	-$73.6K	–	32
2022 Q4	$73.6K	Hold	3,185	–	–	1.92%	10
2022 Q3	$65K	Hold	3,185	–	–	1.82%	9
2022 Q2	$76K	Hold	3,185	–	–	2.13%	10
2022 Q1	$84K	Hold	3,185	–	–	2.02%	10
2021 Q4	$85K	Hold	3,185	–	–	1.94%	12
2021 Q3	$84K	Buy	+3,185	New	+$86.8K	1.93%	12
2021 Q1	$51K	Hold	1,882	–	–	1.11%	18
2020 Q4	$48K	Buy	+1,882	New	+$46.1K	1.12%	20

Other funds holding IDHD

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Consultiva Wealth Management's IDHD Position: Q1 2023 in Review

Consultiva Wealth Management sold out of Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) in Q1 2023, closing a stake of 3,185 shares — an estimated $73.6K sold.

Consultiva Wealth Management first reported a position in IDHD in Q4 2020 and held it in 8 quarters. The position peaked at $85K in Q4 2021. 2 funds tracked by Wall St. Rank hold IDHD as of Q1 2023.

Consultiva Wealth Management reported no remaining Invesco S&P International Developed High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Consultiva Wealth Management sold 3,185 Invesco S&P International Developed High Dividend Low Volatility ETF shares in Q1 2023, an estimated $73.6K.
Consultiva Wealth Management first reported a position in Invesco S&P International Developed High Dividend Low Volatility ETF in Q4 2020 and held it in 8 quarters.
Consultiva Wealth Management's Invesco S&P International Developed High Dividend Low Volatility ETF position peaked at $85K in Q4 2021.
2 funds tracked by Wall St. Rank held Invesco S&P International Developed High Dividend Low Volatility ETF as of Q1 2023.

Based on Consultiva Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.