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

EP 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
Q2 		$1.32M Buy
+38,236
New +$1.34M 0.01% 682

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EP Wealth Advisors's IDLV Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2026: 38,236 shares worth $1.32M. The stake represents 0.01% of the portfolio and ranks #682 among its holdings.

106 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

  • EP Wealth Advisors held 38,236 shares of Invesco S&P International Developed Low Volatility ETF worth $1.32M as of Q2 2026.
  • Invesco S&P International Developed Low Volatility ETF was a new EP Wealth Advisors position in Q2 2026.
  • Invesco S&P International Developed Low Volatility ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #682 holding.
  • 106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.