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FullCircle Wealth’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

FullCircle Wealth’s Portfolio IDHQ Stock Details IDHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33,891
Closed -$1.04M – 229
2024
Q3 		$1.04M Buy
33,891
+1,276
+4% +$39.5K 0.47% 74
2024
Q2 		$983K Buy
+32,615
New +$990K 0.48% 71

Other funds holding IDHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FullCircle Wealth's IDHQ Position: Q4 2024 in Review

FullCircle Wealth sold out of Invesco S&P International Developed Quality ETF (IDHQ) in Q4 2024, closing a stake of 33,891 shares — an estimated $1.04M sold.

FullCircle Wealth first reported a position in IDHQ in Q2 2024 and held it in 2 quarters. The position peaked at $1.04M in Q3 2024. 92 funds tracked by Wall St. Rank hold IDHQ as of Q4 2024.

  • FullCircle Wealth reported no remaining Invesco S&P International Developed Quality ETF position as of Q4 2024 after selling out during the quarter.
  • FullCircle Wealth sold 33,891 Invesco S&P International Developed Quality ETF shares in Q4 2024, an estimated $1.04M.
  • FullCircle Wealth first reported a position in Invesco S&P International Developed Quality ETF in Q2 2024 and held it in 2 quarters.
  • FullCircle Wealth's Invesco S&P International Developed Quality ETF position peaked at $1.04M in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q4 2024.

Based on FullCircle Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.