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

Meridian Wealth Partners’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
Q2 		– Sell
-1,021
Closed -$31K – 637
2021
Q1 		$31K Buy
+1,021
New +$30.9K 0.01% 214

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Partners's IDLV Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2021, closing a stake of 1,021 shares — an estimated $31K sold.

Meridian Wealth Partners first reported a position in IDLV in Q1 2021 and held it in 1 quarter. The position peaked at $31K in Q1 2021. 100 funds tracked by Wall St. Rank hold IDLV as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,021 Invesco S&P International Developed Low Volatility ETF shares in Q2 2021, an estimated $31K.
  • Meridian Wealth Partners first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Invesco S&P International Developed Low Volatility ETF position peaked at $31K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.