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

EverSource 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
2025 Q2	–	Sell	-133	Closed	-$4.03K	–	4301
2025 Q1	$4.03K	Hold	133	–	–	﹤0.01%	2598
2024 Q4	$3.7K	Hold	133	–	–	﹤0.01%	2472
2024 Q3	$4.05K	Hold	133	–	–	﹤0.01%	2308
2024 Q2	$3.83K	Hold	133	–	–	﹤0.01%	2313
2024 Q1	$3.62K	Hold	133	–	–	﹤0.01%	2189
2023 Q4	$3.75K	Hold	133	–	–	﹤0.01%	1970
2023 Q3	$3.47K	Sell	133 -175	-57%	-$4.75K	﹤0.01%	1838
2023 Q2	$8.42K	Buy	+308	New	+$8.58K	﹤0.01%	1516

Other funds holding IDLV

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

EverSource Wealth Advisors's IDLV Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2025, closing a stake of 133 shares — an estimated $4.03K sold.

EverSource Wealth Advisors first reported a position in IDLV in Q2 2023 and held it in 8 quarters. The position peaked at $8.42K in Q2 2023. 103 funds tracked by Wall St. Rank hold IDLV as of Q2 2025.

EverSource Wealth Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 133 Invesco S&P International Developed Low Volatility ETF shares in Q2 2025, an estimated $4.03K.
EverSource Wealth Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2023 and held it in 8 quarters.
EverSource Wealth Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $8.42K in Q2 2023.
103 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.