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Safeguard Investment Advisory Group’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-96
Closed -$2K – 356
2020
Q4 		$2K Buy
+96
New +$2.79K ﹤0.01% 623

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Safeguard Investment Advisory Group's IDLV Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2021, closing a stake of 96 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in IDLV in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 98 funds tracked by Wall St. Rank hold IDLV as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 96 Invesco S&P International Developed Low Volatility ETF shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco S&P International Developed Low Volatility ETF position peaked at $2K in Q4 2020.
  • 98 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.