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

Lowe Wealth Advisors’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
2019 Q1	–	Sell	-99	Closed	-$3K	–	277
2018 Q4	$3K	Hold	99	–	–	﹤0.01%	190
2018 Q3	$3K	Hold	99	–	–	﹤0.01%	230
2018 Q2	$3K	Hold	99	–	–	﹤0.01%	183
2018 Q1	$3K	Hold	99	–	–	﹤0.01%	193
2017 Q4	$3K	Buy	+99	New	+$3.31K	﹤0.01%	204

Other funds holding IDLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

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

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lowe Wealth Advisors's IDLV Position: Q1 2019 in Review

Lowe Wealth Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2019, closing a stake of 99 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in IDLV in Q4 2017 and held it in 5 quarters. The position peaked at $3K in Q4 2018. 95 funds tracked by Wall St. Rank hold IDLV as of Q1 2019.

Lowe Wealth Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
Lowe Wealth Advisors sold 99 Invesco S&P International Developed Low Volatility ETF shares in Q1 2019, an estimated $3K.
Lowe Wealth Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2017 and held it in 5 quarters.
Lowe Wealth Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $3K in Q4 2018.
95 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2019.

Based on Lowe Wealth Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.