Financial Advocates Investment Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Financial Advocates Investment Management’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
2022 Q2	–	Sell	-13,771	Closed	-$429K	–	732
2022 Q1	$429K	Sell	13,771 -2,517	-15%	-$78.3K	0.03%	478
2021 Q4	$520K	Buy	16,288 +1,585	+11%	+$49.9K	0.03%	480
2021 Q3	$450K	Buy	14,703 +3,859	+36%	+$122K	0.03%	494
2021 Q2	$335K	Buy	+10,844	New	+$336K	0.02%	581

Other funds holding IDLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

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

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

Financial Advocates Investment Management's IDLV Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2022, closing a stake of 13,771 shares — an estimated $429K sold.

Financial Advocates Investment Management first reported a position in IDLV in Q2 2021 and held it in 4 quarters. The position peaked at $520K in Q4 2021. 89 funds tracked by Wall St. Rank hold IDLV as of Q2 2022.

Financial Advocates Investment Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 13,771 Invesco S&P International Developed Low Volatility ETF shares in Q2 2022, an estimated $429K.
Financial Advocates Investment Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2021 and held it in 4 quarters.
Financial Advocates Investment Management's Invesco S&P International Developed Low Volatility ETF position peaked at $520K in Q4 2021.
89 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.