Laurel Wealth Advisors (California)’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Laurel Wealth Advisors (California)’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	-12,238	Closed	-$367K	–	463
2020 Q4	$367K	Buy	12,238 +973	+9%	+$28.3K	0.05%	302
2020 Q3	$321K	Sell	11,265 -2,617	-19%	-$74.3K	0.05%	286
2020 Q2	$383K	Sell	13,882 -2,431	-15%	-$66K	0.07%	254
2020 Q1	$429K	Buy	16,313 +1,879	+13%	+$59.7K	0.1%	221
2019 Q4	$492K	Buy	+14,434	New	+$497K	0.08%	257

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

Laurel Wealth Advisors (California)'s IDLV Position: Q1 2021 in Review

Laurel Wealth Advisors (California) sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2021, closing a stake of 12,238 shares — an estimated $367K sold.

Laurel Wealth Advisors (California) first reported a position in IDLV in Q4 2019 and held it in 5 quarters. The position peaked at $492K in Q4 2019. 98 funds tracked by Wall St. Rank hold IDLV as of Q1 2021.

Laurel Wealth Advisors (California) reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 12,238 Invesco S&P International Developed Low Volatility ETF shares in Q1 2021, an estimated $367K.
Laurel Wealth Advisors (California) first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2019 and held it in 5 quarters.
Laurel Wealth Advisors (California)'s Invesco S&P International Developed Low Volatility ETF position peaked at $492K 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 Laurel Wealth Advisors (California)'s 13F filing for Q1 2021, filed 14 May 2021.