Madrona Funds’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Madrona Funds’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 Q3	$3.12M	Buy	+91,453	New	+$3.1M	2.29%	18

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

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

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

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

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

KFA

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Madrona Funds's IDLV Position: Q3 2019 in Review

Madrona Funds opened a new position in Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2019: 91,453 shares worth $3.12M. The stake represents 2.29% of the portfolio and ranks #18 among its holdings.

103 funds tracked by Wall St. Rank hold IDLV as of Q3 2019.

Madrona Funds held 91,453 shares of Invesco S&P International Developed Low Volatility ETF worth $3.12M as of Q3 2019.
Invesco S&P International Developed Low Volatility ETF was a new Madrona Funds position in Q3 2019.
Invesco S&P International Developed Low Volatility ETF made up 2.29% of Madrona Funds's portfolio in Q3 2019, its #18 holding.
103 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.