LIS
IDLV icon

Legacy Investment Solutions’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-28
Closed -$798 – 782
2024
Q3 		$798 Buy
+28
New +$815 ﹤0.01% 565

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Legacy Investment Solutions's IDLV Position: Q4 2024 in Review

Legacy Investment Solutions sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2024, closing a stake of 28 shares — an estimated $798 sold.

Legacy Investment Solutions first reported a position in IDLV in Q3 2024 and held it in 1 quarter. The position peaked at $798 in Q3 2024. 87 funds tracked by Wall St. Rank hold IDLV as of Q4 2024.

  • Legacy Investment Solutions reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 28 Invesco S&P International Developed Low Volatility ETF shares in Q4 2024, an estimated $798.
  • Legacy Investment Solutions first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's Invesco S&P International Developed Low Volatility ETF position peaked at $798 in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.