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

Scarborough Advisors’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
2024
Q3 		– Sell
-44
Closed – – 278
2024
Q2 		$0 Sell
44
-343
-89% -$9.51K ﹤0.01% 457
2024
Q1 		$10.9K Sell
387
-8
-2% -$223 0.01% 195
2023
Q4 		$11.1K Buy
+395
New +$10.5K ﹤0.01% 360

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Scarborough Advisors's IDLV Position: Q3 2024 in Review

Scarborough Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2024, closing a stake of 44 shares.

Scarborough Advisors first reported a position in IDLV in Q4 2023 and held it in 3 quarters. The position peaked at $11.1K in Q4 2023. 87 funds tracked by Wall St. Rank hold IDLV as of Q3 2024.

  • Scarborough Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Scarborough Advisors sold 44 Invesco S&P International Developed Low Volatility ETF shares in Q3 2024.
  • Scarborough Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2023 and held it in 3 quarters.
  • Scarborough Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $11.1K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.