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
2026 Q2	$25.4K	Buy	+735	New	+$25.8K	﹤0.01%	2924
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 $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Global Retirement Partners's IDLV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2026: 735 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #2924 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IDLV as recently as Q3 2025.

Global Retirement Partners first reported a position in IDLV in Q1 2022 and has held it in 15 quarters since. The position peaked at $354K in Q1 2022. 105 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

Global Retirement Partners held 735 shares of Invesco S&P International Developed Low Volatility ETF worth $25.4K as of Q2 2026.
Invesco S&P International Developed Low Volatility ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2924 holding.
Global Retirement Partners first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Invesco S&P International Developed Low Volatility ETF position peaked at $354K in Q1 2022.
105 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.