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

Janiczek Wealth Management’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
2023 Q1	–	Sell	-196	Closed	-$5.39K	–	1038
2022 Q4	$5.39K	Hold	196	–	–	﹤0.01%	642
2022 Q3	$5K	Hold	196	–	–	﹤0.01%	658
2022 Q2	$6K	Hold	196	–	–	﹤0.01%	636
2022 Q1	$6K	Hold	196	–	–	﹤0.01%	643
2021 Q4	$6K	Hold	196	–	–	﹤0.01%	672
2021 Q3	$6K	Buy	+196	New	+$6.21K	﹤0.01%	660

Other funds holding IDLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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

Janiczek Wealth Management's IDLV Position: Q1 2023 in Review

Janiczek Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2023, closing a stake of 196 shares — an estimated $5.39K sold.

Janiczek Wealth Management first reported a position in IDLV in Q3 2021 and held it in 6 quarters. The position peaked at $6K in Q2 2022. 90 funds tracked by Wall St. Rank hold IDLV as of Q1 2023.

Janiczek Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Janiczek Wealth Management sold 196 Invesco S&P International Developed Low Volatility ETF shares in Q1 2023, an estimated $5.39K.
Janiczek Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2021 and held it in 6 quarters.
Janiczek Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $6K in Q2 2022.
90 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.