JWM
IDHQ icon

Jacksonville Wealth Management’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

Jacksonville Wealth Management’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
2026
Q1 		– Sell
-9,170
Closed -$322K – 73
2025
Q4 		$322K Buy
+9,170
New +$317K 0.23% 58

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Thrivent Financial for Lutherans
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WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

Jacksonville Wealth Management's IDHQ Position: Q1 2026 in Review

Jacksonville Wealth Management sold out of Invesco S&P International Developed Quality ETF (IDHQ) in Q1 2026, closing a stake of 9,170 shares — an estimated $322K sold.

Jacksonville Wealth Management first reported a position in IDHQ in Q4 2025 and held it in 1 quarter. The position peaked at $322K in Q4 2025. 119 funds tracked by Wall St. Rank hold IDHQ as of Q1 2026.

  • Jacksonville Wealth Management reported no remaining Invesco S&P International Developed Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Jacksonville Wealth Management sold 9,170 Invesco S&P International Developed Quality ETF shares in Q1 2026, an estimated $322K.
  • Jacksonville Wealth Management first reported a position in Invesco S&P International Developed Quality ETF in Q4 2025 and held it in 1 quarter.
  • Jacksonville Wealth Management's Invesco S&P International Developed Quality ETF position peaked at $322K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.