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

Delta Wealth Advisors’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
2026
Q3 		$242K Buy
7,093
+30
+0.4% +$1.07K 0.17% 47
2026
Q2 		$244K Buy
7,063
+421
+6% +$14.8K 0.17% 45
2026
Q1 		$229K Sell
6,642
-113
-2% -$3.96K 0.17% 45
2025
Q4 		$229K Buy
+6,755
New +$227K 0.19% 45

Other funds holding IDLV

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Delta Wealth Advisors's IDLV Position: Q3 2026 in Review

Delta Wealth Advisors increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 0.42% in Q3 2026, buying an estimated $1.07K and bringing the position to 7,093 shares worth $242K. The position accounts for 0.17% of the portfolio, ranked #47.

Delta Wealth Advisors first reported a position in IDLV in Q4 2025 and has held it in 4 quarters since. The position peaked at $244K in Q2 2026. 7 funds tracked by Wall St. Rank hold IDLV as of Q3 2026.

  • Delta Wealth Advisors held 7,093 shares of Invesco S&P International Developed Low Volatility ETF worth $242K as of Q3 2026.
  • Delta Wealth Advisors bought 30 Invesco S&P International Developed Low Volatility ETF shares in Q3 2026, an estimated $1.07K.
  • Invesco S&P International Developed Low Volatility ETF made up 0.17% of Delta Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • Delta Wealth Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2025 and has held it in 4 quarters since.
  • Delta Wealth Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $244K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.