GFWA
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Grey Fox Wealth Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-1,750
Closed -$58.6K – 353
2025
Q3 		$58.6K Buy
+1,750
New +$58.7K 0.01% 244
2023
Q4 		– Sell
-43,307
Closed -$1.13M – 111
2023
Q3 		$1.13M Sell
43,307
-50,316
-54% -$1.37M 0.57% 38
2023
Q2 		$2.56M Buy
93,623
+17,968
+24% +$500K 1.32% 21
2023
Q1 		$2.07M Sell
75,655
-24,318
-24% -$663K 1.22% 21
2022
Q4 		$2.68M Buy
+99,973
New +$2.58M 1.77% 18

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return