Everhart Financial Group’s Invesco S&P International Developed High Dividend Low Volatility ETF IDHD Stock Holding History

Everhart Financial Group’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
2021 Q2	–	Sell	-7,663	Closed	-$233K	–	101
2021 Q1	$233K	Buy	+7,663	New	+$203K	0.2%	71

Other funds holding IDHD

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Everhart Financial Group's IDHD Position: Q2 2021 in Review

Everhart Financial Group sold out of Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) in Q2 2021, closing a stake of 7,663 shares — an estimated $233K sold.

Everhart Financial Group first reported a position in IDHD in Q1 2021 and held it in 1 quarter. The position peaked at $233K in Q1 2021. 16 funds tracked by Wall St. Rank hold IDHD as of Q2 2021.

Everhart Financial Group reported no remaining Invesco S&P International Developed High Dividend Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Everhart Financial Group sold 7,663 Invesco S&P International Developed High Dividend Low Volatility ETF shares in Q2 2021, an estimated $233K.
Everhart Financial Group first reported a position in Invesco S&P International Developed High Dividend Low Volatility ETF in Q1 2021 and held it in 1 quarter.
Everhart Financial Group's Invesco S&P International Developed High Dividend Low Volatility ETF position peaked at $233K in Q1 2021.
16 funds tracked by Wall St. Rank held Invesco S&P International Developed High Dividend Low Volatility ETF as of Q2 2021.

Based on Everhart Financial Group's 13F filing for Q2 2021, filed 16 Jul 2021.