Integrated Wealth Concepts’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Integrated Wealth Concepts’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	$15.8K	Buy	+458	New	+$16.1K	﹤0.01%	4261

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 $599M AUM 24.9% 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

Integrated Wealth Concepts's IDLV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2026: 458 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #4261 among its holdings.

106 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

Integrated Wealth Concepts held 458 shares of Invesco S&P International Developed Low Volatility ETF worth $15.8K as of Q2 2026.
Invesco S&P International Developed Low Volatility ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4261 holding.
106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.