Global Retirement Partners’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Global Retirement Partners’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
2025 Q4	–	Sell	-195	Closed	-$6.53K	–	4332
2025 Q3	$6.53K	Hold	195	–	–	﹤0.01%	2867
2025 Q2	$6.46K	Buy	+195	New	+$6.24K	﹤0.01%	2796
2024 Q4	$1.08K	Buy	39 +13	+50%	+$377	﹤0.01%	3257
2024 Q3	$791	Hold	26	–	–	﹤0.01%	3201
2024 Q2	$710	Sell	26 -4,343	-99%	-$120K	﹤0.01%	3234
2024 Q1	$123K	Sell	4,369 -2,052	-32%	-$57.3K	﹤0.01%	992
2023 Q4	$179K	Hold	6,421	–	–	0.01%	800
2023 Q3	$163K	Sell	6,421 -1,202	-16%	-$32.6K	0.01%	748
2023 Q2	$208K	Buy	7,623 +47	+0.6%	+$1.31K	0.01%	682
2023 Q1	$213K	Sell	7,576 -10	-0.1%	-$273	0.01%	643
2022 Q4	$203K	Sell	7,586 -3,957	-34%	-$102K	0.01%	589
2022 Q3	$288K	Sell	11,543 -306	-3%	-$8.4K	0.02%	480
2022 Q2	$327K	Buy	11,849 +23	+0.2%	+$681	0.03%	443
2022 Q1	$354K	Buy	+11,826	New	+$368K	0.03%	417

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Global Retirement Partners's IDLV Position: Q4 2025 in Review

Global Retirement Partners sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2025, closing a stake of 195 shares — an estimated $6.53K sold.

Global Retirement Partners first reported a position in IDLV in Q1 2022 and held it in 14 quarters. The position peaked at $354K in Q1 2022. 99 funds tracked by Wall St. Rank hold IDLV as of Q4 2025.

Global Retirement Partners reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 195 Invesco S&P International Developed Low Volatility ETF shares in Q4 2025, an estimated $6.53K.
Global Retirement Partners first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2022 and held it in 14 quarters.
Global Retirement Partners's Invesco S&P International Developed Low Volatility ETF position peaked at $354K in Q1 2022.
99 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.