NFH
IDLV icon

NEXT Financial Holdings’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

NEXT Financial Holdings’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 		$483K Buy
+14,698
New +$470K 0.12% 122

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEXT Financial Holdings's IDLV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2019: 14,698 shares worth $483K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings.

95 funds tracked by Wall St. Rank hold IDLV as of Q1 2019.

  • NEXT Financial Holdings held 14,698 shares of Invesco S&P International Developed Low Volatility ETF worth $483K as of Q1 2019.
  • Invesco S&P International Developed Low Volatility ETF was a new NEXT Financial Holdings position in Q1 2019.
  • Invesco S&P International Developed Low Volatility ETF made up 0.12% of NEXT Financial Holdings's portfolio in Q1 2019, its #122 holding.
  • 95 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.