FHA
IDLV icon

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

Flagship Harbor 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
2019
Q2 		– Sell
-100
Closed -$3K – 1914
2019
Q1 		$3K Sell
100
-150
-60% -$4.79K ﹤0.01% 1599
2018
Q4 		$7K Sell
250
-700
-74% -$21.7K ﹤0.01% 1344
2018
Q3 		$31K Sell
950
-150
-14% -$4.9K 0.01% 966
2018
Q2 		$35K Buy
+1,100
New +$36.5K 0.01% 910

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $622M AUM 9.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return