Legacy Financial Advisors’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

Legacy Financial Advisors’s Portfolio IDHQ Stock Details IDHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.82M	Buy	51,573 +2,936	+6%	+$109K	0.26%	68
2025 Q4	$1.71M	Buy	48,637 +2,661	+6%	+$92K	0.24%	66
2025 Q3	$1.55M	Buy	45,976 +2,727	+6%	+$89.7K	0.21%	75
2025 Q2	$1.43M	Buy	43,249 +2,474	+6%	+$77.6K	0.22%	74
2025 Q1	$1.22M	Buy	40,775 +5,448	+15%	+$165K	0.2%	88
2024 Q4	$1M	Buy	35,327 +1,022	+3%	+$30.6K	0.17%	106
2024 Q3	$1.09M	Buy	34,305 +3,219	+10%	+$99.7K	0.18%	91
2024 Q2	$946K	Buy	+31,086	New	+$944K	0.17%	98

Other funds holding IDHQ

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CCM

Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

Legacy Financial Advisors's IDHQ Position: Q1 2026 in Review

Legacy Financial Advisors increased its Invesco S&P International Developed Quality ETF (IDHQ) stake by 6% in Q1 2026, buying an estimated $109K and bringing the position to 51,573 shares worth $1.82M. The position accounts for 0.26% of the portfolio, ranked #68.

Legacy Financial Advisors first reported a position in IDHQ in Q2 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold IDHQ as of Q1 2026.

Legacy Financial Advisors held 51,573 shares of Invesco S&P International Developed Quality ETF worth $1.82M as of Q1 2026.
Legacy Financial Advisors bought 2,936 Invesco S&P International Developed Quality ETF shares in Q1 2026, an estimated $109K.
Invesco S&P International Developed Quality ETF made up 0.26% of Legacy Financial Advisors's portfolio in Q1 2026, its #68 holding.
Legacy Financial Advisors first reported a position in Invesco S&P International Developed Quality ETF in Q2 2024 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.