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

MorganRosel Wealth Management’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
2022
Q4 		– Sell
-19,752
Closed -$487K – 99
2022
Q3 		$487K Hold
19,752
– – 0.24% 69
2022
Q2 		$545K Buy
+19,752
New +$584K 0.29% 61

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

MorganRosel Wealth Management's IDLV Position: Q4 2022 in Review

MorganRosel Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2022, closing a stake of 19,752 shares — an estimated $487K sold.

MorganRosel Wealth Management first reported a position in IDLV in Q2 2022 and held it in 2 quarters. The position peaked at $545K in Q2 2022. 87 funds tracked by Wall St. Rank hold IDLV as of Q4 2022.

  • MorganRosel Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 19,752 Invesco S&P International Developed Low Volatility ETF shares in Q4 2022, an estimated $487K.
  • MorganRosel Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2022 and held it in 2 quarters.
  • MorganRosel Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $545K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2022.

Based on MorganRosel Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.