JP Morgan Private Wealth Advisors’s Invesco FTSE International Low Beta Equal Weight ETF IDLB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IDLB Stock Details IDLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-9,370	Closed	-$207K	–	1609
2020 Q1	$207K	Buy	9,370 +62	+0.7%	+$1.61K	﹤0.01%	1289
2019 Q4	$265K	Buy	9,308 +103	+1%	+$2.9K	﹤0.01%	1288
2019 Q3	$252K	Sell	9,205 -2,724	-23%	-$74.8K	﹤0.01%	1257
2019 Q2	$335K	Buy	11,929 +105	+0.9%	+$2.94K	﹤0.01%	1109
2019 Q1	$331K	Buy	11,824 +2,832	+31%	+$78K	﹤0.01%	1167
2018 Q4	$232K	Buy	8,992 +50	+0.6%	+$1.36K	﹤0.01%	1277
2018 Q3	$262K	Buy	+8,942	New	+$261K	﹤0.01%	1369

Other funds holding IDLB

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IDLB Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of Invesco FTSE International Low Beta Equal Weight ETF (IDLB) in Q2 2020, closing a stake of 9,370 shares — an estimated $207K sold.

JP Morgan Private Wealth Advisors first reported a position in IDLB in Q3 2018 and held it in 7 quarters. The position peaked at $335K in Q2 2019. 14 funds tracked by Wall St. Rank hold IDLB as of Q2 2020.

JP Morgan Private Wealth Advisors reported no remaining Invesco FTSE International Low Beta Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 9,370 Invesco FTSE International Low Beta Equal Weight ETF shares in Q2 2020, an estimated $207K.
JP Morgan Private Wealth Advisors first reported a position in Invesco FTSE International Low Beta Equal Weight ETF in Q3 2018 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Invesco FTSE International Low Beta Equal Weight ETF position peaked at $335K in Q2 2019.
14 funds tracked by Wall St. Rank held Invesco FTSE International Low Beta Equal Weight ETF as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.