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Opes Wealth Management’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

Opes Wealth Management’s Portfolio IDHQ Stock Details IDHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.94M Buy
139,643
+5,576
+4% +$208K 0.81% 32
2025
Q4 		$4.71M Buy
134,067
+895
+0.7% +$30.9K 0.77% 34
2025
Q3 		$4.48M Buy
133,172
+512
+0.4% +$16.8K 0.78% 34
2025
Q2 		$4.38M Sell
132,660
-1,686
-1% -$52.9K 0.78% 34
2025
Q1 		$4.02M Sell
134,346
-8,190
-6% -$247K 0.81% 33
2024
Q4 		$4.04M Buy
142,536
+5,635
+4% +$169K 0.83% 33
2024
Q3 		$4.35M Sell
136,901
-342
-0.2% -$10.6K 0.84% 31
2024
Q2 		$4.17M Sell
137,243
-2,320
-2% -$70.4K 0.87% 31
2024
Q1 		$4.28M Sell
139,563
-10,448
-7% -$308K 0.99% 30
2023
Q4 		$4.29M Sell
150,011
-3,021
-2% -$80.8K 1.03% 30
2023
Q3 		$3.96M Sell
153,032
-4,801
-3% -$129K 1.1% 32
2023
Q2 		$4.28M Sell
157,833
-1,214
-0.8% -$32.6K 1.21% 27
2023
Q1 		$4.2M Sell
159,047
-1,009
-0.6% -$26.1K 1.35% 27
2022
Q4 		$3.96M Buy
160,056
+2,950
+2% +$69.7K 1.44% 23
2022
Q3 		$3.32M Buy
157,106
+10,021
+7% +$239K 1.33% 25
2022
Q2 		$3.51M Buy
147,085
+15,493
+12% +$403K 1.4% 22
2022
Q1 		$3.76M Buy
131,592
+14,505
+12% +$425K 1.23% 25
2021
Q4 		$3.75M Buy
117,087
+7,095
+6% +$222K 1.17% 25
2021
Q3 		$3.32M Buy
109,992
+3,175
+3% +$101K 1.18% 25
2021
Q2 		$3.3M Buy
106,817
+175
+0.2% +$5.35K 1.22% 27
2021
Q1 		$3.11M Buy
106,642
+12,280
+13% +$362K 1.21% 26
2020
Q4 		$2.78M Buy
+94,362
New +$2.6M 1.34% 25

Other funds holding IDHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $318M AUM 20.52% 1-Year Est. Return

Opes Wealth Management's IDHQ Position: Q1 2026 in Review

Opes Wealth Management increased its Invesco S&P International Developed Quality ETF (IDHQ) stake by 4.2% in Q1 2026, buying an estimated $208K and bringing the position to 139,643 shares worth $4.94M. The position accounts for 0.81% of the portfolio, ranked #32.

Opes Wealth Management first reported a position in IDHQ in Q4 2020 and has held it in 22 quarters since. 119 funds tracked by Wall St. Rank hold IDHQ as of Q1 2026.

  • Opes Wealth Management held 139,643 shares of Invesco S&P International Developed Quality ETF worth $4.94M as of Q1 2026.
  • Opes Wealth Management bought 5,576 Invesco S&P International Developed Quality ETF shares in Q1 2026, an estimated $208K.
  • Invesco S&P International Developed Quality ETF made up 0.81% of Opes Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Opes Wealth Management first reported a position in Invesco S&P International Developed Quality ETF in Q4 2020 and has held it in 22 quarters since.
  • 119 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.