FFA
IDLV icon

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

Farther Finance 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
2024
Q4 		– Sell
-110
Closed -$3.35K – 4078
2024
Q3 		$3.35K Buy
+110
New +$3.2K ﹤0.01% 2804

Other funds holding IDLV

Bank of New York Mellon
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Farther Finance Advisors's IDLV Position: Q4 2024 in Review

Farther Finance Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2024, closing a stake of 110 shares — an estimated $3.35K sold.

Farther Finance Advisors first reported a position in IDLV in Q3 2024 and held it in 1 quarter. The position peaked at $3.35K in Q3 2024. 87 funds tracked by Wall St. Rank hold IDLV as of Q4 2024.

  • Farther Finance Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 110 Invesco S&P International Developed Low Volatility ETF shares in Q4 2024, an estimated $3.35K.
  • Farther Finance Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2024 and held it in 1 quarter.
  • Farther Finance Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $3.35K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.