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GIA
GHP Investment Advisors’s
Invesco S&P International Developed Low Volatility ETF
IDLV
Stock Holding History
GHP Investment 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
2026
Q1
$214K
Sell
6,224
-1,444
-19%
-$50.7K
0.01%
386
2025
Q4
$260K
Buy
7,668
+47
+0.6%
+$1.58K
0.01%
364
2025
Q3
$255K
Buy
7,621
+23
+0.3%
+$772
0.01%
357
2025
Q2
$252K
Buy
7,598
+30
+0.4%
+$960
0.01%
357
2025
Q1
$230K
Sell
7,568
-252
-3%
-$7.37K
0.01%
359
2024
Q4
$218K
Sell
7,820
-289
-4%
-$8.39K
0.01%
371
2024
Q3
$247K
Buy
8,109
+18
+0.2%
+$524
0.01%
366
2024
Q2
$221K
Buy
8,091
+32
+0.4%
+$887
0.01%
360
2024
Q1
$226K
Buy
8,059
+19
+0.2%
+$530
0.01%
369
2023
Q4
$226K
Sell
8,040
-1,491
-16%
-$39.7K
0.01%
367
2023
Q3
$247K
Buy
9,531
+35
+0.4%
+$950
0.02%
345
2023
Q2
$260K
Buy
9,496
+40
+0.4%
+$1.11K
0.02%
346
2023
Q1
$259K
Sell
9,456
-164
-2%
-$4.47K
0.02%
344
2022
Q4
$258K
Sell
9,620
-82,117
-90%
-$2.12M
0.02%
347
2022
Q3
$2.26M
Sell
91,737
-249,825
-73%
-$6.86M
0.17%
185
2022
Q2
$9.43M
Sell
341,562
-86,905
-20%
-$2.57M
0.7%
34
2022
Q1
$13.3M
Buy
+428,467
New
+$13.3M
0.88%
20
2018
Q2
–
Sell
-376,558
Closed
-$12.5M
–
299
2018
Q1
$12.5M
Buy
376,558
+8,386
+2%
+$283K
1.77%
8
2017
Q4
$12.4M
Buy
368,172
+25,140
+7%
+$841K
1.76%
10
2017
Q3
$11.4M
Buy
343,032
+37,295
+12%
+$1.23M
1.73%
10
2017
Q2
$9.88M
Buy
+305,737
New
+$9.73M
1.57%
11
Other funds holding IDLV
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers
Mansfield, Ohio
$599M AUM
24.9%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
PA
PFG Advisors
Phoenix, Arizona
$2.05B AUM
22.27%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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