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

Cypress Wealth Services’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
2020 Q3	–	Sell	-11,298	Closed	-$312K	–	363
2020 Q2	$312K	Sell	11,298 -190	-2%	-$5.16K	0.07%	201
2020 Q1	$302K	Sell	11,488 -1,877	-14%	-$59.6K	0.09%	181
2019 Q4	$456K	Sell	13,365 -105	-0.8%	-$3.62K	0.12%	143
2019 Q3	$460K	Sell	13,470 -60	-0.4%	-$2.03K	0.13%	135
2019 Q2	$458K	Hold	13,530	–	–	0.13%	136
2019 Q1	$444K	Sell	13,530 -551	-4%	-$17.6K	0.14%	132
2018 Q4	$420K	Sell	14,081 -284	-2%	-$8.8K	0.17%	121
2018 Q3	$467K	Sell	14,365 -185	-1%	-$6.04K	0.17%	119
2018 Q2	$469K	Sell	14,550 -495	-3%	-$16.4K	0.18%	121
2018 Q1	$499K	Hold	15,045	–	–	0.21%	107
2017 Q4	$506K	Buy	+15,045	New	+$504K	0.21%	108

Other funds holding IDLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cypress Wealth Services's IDLV Position: Q3 2020 in Review

Cypress Wealth Services sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2020, closing a stake of 11,298 shares — an estimated $312K sold.

Cypress Wealth Services first reported a position in IDLV in Q4 2017 and held it in 11 quarters. The position peaked at $506K in Q4 2017. 96 funds tracked by Wall St. Rank hold IDLV as of Q3 2020.

Cypress Wealth Services reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 11,298 Invesco S&P International Developed Low Volatility ETF shares in Q3 2020, an estimated $312K.
Cypress Wealth Services first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2017 and held it in 11 quarters.
Cypress Wealth Services's Invesco S&P International Developed Low Volatility ETF position peaked at $506K in Q4 2017.
96 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.