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

Financial Gravity Asset 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
2019 Q4	$1K	Sell	18 -1,140	-98%	-$39.3K	﹤0.01%	1342
2019 Q3	$40K	Sell	1,158 -772	-40%	-$26.1K	0.03%	321
2019 Q2	$65K	Buy	+1,930	New	+$64.2K	0.05%	278

Other funds holding IDLV

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Gravity Asset Management's IDLV Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 98% in Q4 2019, selling an estimated $39.3K and leaving 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Financial Gravity Asset Management first reported a position in IDLV in Q2 2019 and has held it in 3 quarters since. The position peaked at $65K in Q2 2019. 120 funds tracked by Wall St. Rank hold IDLV as of Q4 2019.

Financial Gravity Asset Management held 18 shares of Invesco S&P International Developed Low Volatility ETF worth $1K as of Q4 2019.
Financial Gravity Asset Management sold 1,140 Invesco S&P International Developed Low Volatility ETF shares in Q4 2019, an estimated $39.3K.
Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1342 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2019 and has held it in 3 quarters since.
Financial Gravity Asset Management's Invesco S&P International Developed Low Volatility ETF position peaked at $65K in Q2 2019.
120 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.