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

Laurel Wealth Planning’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
Q3 		– Sell
-5,452
Closed -$169K – 221
2021
Q2 		$169K Hold
5,452
– – 0.15% 50
2021
Q1 		$166K Hold
5,452
– – 0.15% 46
2020
Q4 		$164K Buy
+5,452
New +$159K 0.16% 45

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Laurel Wealth Planning's IDLV Position: Q3 2021 in Review

Laurel Wealth Planning sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2021, closing a stake of 5,452 shares — an estimated $169K sold.

Laurel Wealth Planning first reported a position in IDLV in Q4 2020 and held it in 3 quarters. The position peaked at $169K in Q2 2021. 95 funds tracked by Wall St. Rank hold IDLV as of Q3 2021.

  • Laurel Wealth Planning reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Planning sold 5,452 Invesco S&P International Developed Low Volatility ETF shares in Q3 2021, an estimated $169K.
  • Laurel Wealth Planning first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2020 and held it in 3 quarters.
  • Laurel Wealth Planning's Invesco S&P International Developed Low Volatility ETF position peaked at $169K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2021.

Based on Laurel Wealth Planning's 13F filing for Q3 2021, filed 12 Nov 2021.