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

Cornerstone 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
2018
Q3 		– Sell
-25,528
Closed -$797K – 1402
2018
Q2 		$797K Buy
+25,528
New +$847K 0.01% 855

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Management's IDLV Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2018, closing a stake of 25,528 shares — an estimated $797K sold.

Cornerstone Wealth Management first reported a position in IDLV in Q2 2018 and held it in 1 quarter. The position peaked at $797K in Q2 2018. 84 funds tracked by Wall St. Rank hold IDLV as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 25,528 Invesco S&P International Developed Low Volatility ETF shares in Q3 2018, an estimated $797K.
  • Cornerstone Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $797K in Q2 2018.
  • 84 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.