FCA
IDLV icon

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

FLC Capital 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
2020
Q1 		– Sell
-6,500
Closed -$222K – 126
2019
Q4 		$222K Hold
6,500
– – 0.09% 110
2019
Q3 		$222K Sell
6,500
-1,000
-13% -$33.9K 0.09% 110
2019
Q2 		$256K Hold
7,500
– – 0.11% 98
2019
Q1 		$246K Buy
+7,500
New +$240K 0.11% 92

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return