First Heartland Consultants’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-11,417	Closed	-$315K	–	308
2020 Q2	$315K	Buy	11,417 +946	+9%	+$25.7K	0.06%	206
2020 Q1	$275K	Sell	10,471 -14,674	-58%	-$466K	0.07%	197
2019 Q4	$858K	Buy	25,145 +9,140	+57%	+$315K	0.17%	126
2019 Q3	$547K	Buy	+16,005	New	+$542K	0.12%	147

Other funds holding IDLV

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

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

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

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

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

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

First Heartland Consultants's IDLV Position: Q3 2020 in Review

First Heartland Consultants sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2020, closing a stake of 11,417 shares — an estimated $315K sold.

First Heartland Consultants first reported a position in IDLV in Q3 2019 and held it in 4 quarters. The position peaked at $858K in Q4 2019. 96 funds tracked by Wall St. Rank hold IDLV as of Q3 2020.

First Heartland Consultants reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
First Heartland Consultants sold 11,417 Invesco S&P International Developed Low Volatility ETF shares in Q3 2020, an estimated $315K.
First Heartland Consultants first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2019 and held it in 4 quarters.
First Heartland Consultants's Invesco S&P International Developed Low Volatility ETF position peaked at $858K in Q4 2019.
96 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2020.

Based on First Heartland Consultants's 13F filing for Q3 2020, filed 21 Oct 2020.