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Future Financial Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Future Financial Wealth 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
2022
Q1 		– Sell
-455
Closed -$15K – 533
2021
Q4 		$15K Buy
+455
New +$14.3K 0.01% 391

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Future Financial Wealth Management's IDLV Position: Q1 2022 in Review

Future Financial Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2022, closing a stake of 455 shares — an estimated $15K sold.

Future Financial Wealth Management first reported a position in IDLV in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 94 funds tracked by Wall St. Rank hold IDLV as of Q1 2022.

  • Future Financial Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 455 Invesco S&P International Developed Low Volatility ETF shares in Q1 2022, an estimated $15K.
  • Future Financial Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • Future Financial Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $15K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2022.

Based on Future Financial Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.