PS
IDLV icon

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

Principal Securities’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
2025
Q4 		– Sell
-2,280
Closed -$76.4K – 2369
2025
Q3 		$76.4K Buy
2,280
+19
+0.8% +$637 ﹤0.01% 1734
2025
Q2 		$74.9K Sell
2,261
-498
-18% -$15.9K ﹤0.01% 1662
2025
Q1 		$76.8K Hold
2,759
– – ﹤0.01% 1549
2024
Q4 		$76.8K Buy
2,759
+873
+46% +$25.3K ﹤0.01% 1546
2024
Q3 		$57.4K Sell
1,886
-536
-22% -$15.6K ﹤0.01% 1628
2024
Q2 		$66.1K Buy
2,422
+28
+1% +$776 ﹤0.01% 1483
2024
Q1 		$67.2K Buy
2,394
+17
+0.7% +$475 ﹤0.01% 1435
2023
Q4 		$67K Buy
+2,377
New +$63.3K ﹤0.01% 1349

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Principal Securities's IDLV Position: Q4 2025 in Review

Principal Securities sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2025, closing a stake of 2,280 shares — an estimated $76.4K sold.

Principal Securities first reported a position in IDLV in Q4 2023 and held it in 8 quarters. The position peaked at $76.8K in Q1 2025. 99 funds tracked by Wall St. Rank hold IDLV as of Q4 2025.

  • Principal Securities reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,280 Invesco S&P International Developed Low Volatility ETF shares in Q4 2025, an estimated $76.4K.
  • Principal Securities first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco S&P International Developed Low Volatility ETF position peaked at $76.8K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.