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

&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
2026
Q2 		$1.36M Sell
39,458
-1,957
-5% -$68.6K 0.01% 1238
2026
Q1 		$1.43M Buy
41,415
+3,999
+11% +$140K 0.01% 1094
2025
Q4 		$1.27M Buy
37,416
+16,114
+76% +$541K 0.01% 1097
2025
Q3 		$714K Buy
+21,302
New +$715K ﹤0.01% 1254

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

&Partners's IDLV Position: Q2 2026 in Review

&Partners reduced its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 4.7% in Q2 2026, selling an estimated $68.6K and leaving 39,458 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1238.

&Partners first reported a position in IDLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q1 2026. 106 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

  • &Partners held 39,458 shares of Invesco S&P International Developed Low Volatility ETF worth $1.36M as of Q2 2026.
  • &Partners sold 1,957 Invesco S&P International Developed Low Volatility ETF shares in Q2 2026, an estimated $68.6K.
  • Invesco S&P International Developed Low Volatility ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1238 holding.
  • &Partners first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
  • &Partners's Invesco S&P International Developed Low Volatility ETF position peaked at $1.43M in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.