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
2020 Q2	–	Sell	-18	Closed	–	–	409
2020 Q1	$0	Hold	18	–	–	﹤0.01%	1234
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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RJA

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

JWA

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

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

Financial Gravity Asset Management's IDLV Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2020, closing a stake of 18 shares.

Financial Gravity Asset Management first reported a position in IDLV in Q2 2019 and held it in 4 quarters. The position peaked at $65K in Q2 2019. 109 funds tracked by Wall St. Rank hold IDLV as of Q2 2020.

Financial Gravity Asset Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 18 Invesco S&P International Developed Low Volatility ETF shares in Q2 2020.
Financial Gravity Asset Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2019 and held it in 4 quarters.
Financial Gravity Asset Management's Invesco S&P International Developed Low Volatility ETF position peaked at $65K in Q2 2019.
109 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.