Herold Advisors’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

Herold Advisors’s Portfolio IDHQ Stock Details IDHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,885	Closed	-$177K	–	386
2021 Q3	$177K	Buy	+5,885	New	+$186K	0.07%	212

Other funds holding IDHQ

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

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

Herold Advisors's IDHQ Position: Q4 2021 in Review

Herold Advisors sold out of Invesco S&P International Developed Quality ETF (IDHQ) in Q4 2021, closing a stake of 5,885 shares — an estimated $177K sold.

Herold Advisors first reported a position in IDHQ in Q3 2021 and held it in 1 quarter. The position peaked at $177K in Q3 2021. 42 funds tracked by Wall St. Rank hold IDHQ as of Q4 2021.

Herold Advisors reported no remaining Invesco S&P International Developed Quality ETF position as of Q4 2021 after selling out during the quarter.
Herold Advisors sold 5,885 Invesco S&P International Developed Quality ETF shares in Q4 2021, an estimated $177K.
Herold Advisors first reported a position in Invesco S&P International Developed Quality ETF in Q3 2021 and held it in 1 quarter.
Herold Advisors's Invesco S&P International Developed Quality ETF position peaked at $177K in Q3 2021.
42 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.