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

Kingsview 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
2021 Q1	–	Sell	-7,186	Closed	-$216K	–	898
2020 Q4	$216K	Sell	7,186 -2,375	-25%	-$69.1K	0.02%	624
2020 Q3	$272K	Hold	9,561	–	–	0.02%	498
2020 Q2	$264K	Sell	9,561 -43,290	-82%	-$1.18M	0.03%	466
2020 Q1	$1.39M	Buy	52,851 +558	+1%	+$17.7K	0.19%	138
2019 Q4	$1.78M	Buy	52,293 +10,183	+24%	+$351K	0.22%	126
2019 Q3	$1.44M	Buy	+42,110	New	+$1.43M	0.23%	128

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

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

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

Kingsview Wealth Management's IDLV Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2021, closing a stake of 7,186 shares — an estimated $216K sold.

Kingsview Wealth Management first reported a position in IDLV in Q3 2019 and held it in 6 quarters. The position peaked at $1.78M in Q4 2019. 98 funds tracked by Wall St. Rank hold IDLV as of Q1 2021.

Kingsview Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
Kingsview Wealth Management sold 7,186 Invesco S&P International Developed Low Volatility ETF shares in Q1 2021, an estimated $216K.
Kingsview Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2019 and held it in 6 quarters.
Kingsview Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $1.78M in Q4 2019.
98 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.