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

Sequoia Financial 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
2026 Q2	$839K	Buy	24,338 +140	+0.6%	+$4.91K	﹤0.01%	1029
2026 Q1	$834K	Sell	24,198 -1,980	-8%	-$69.5K	﹤0.01%	980
2025 Q4	$887K	Sell	26,178 -1,766	-6%	-$59.3K	﹤0.01%	951
2025 Q3	$936K	Buy	+27,944	New	+$937K	0.01%	813

Other funds holding IDLV

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sequoia Financial Advisors's IDLV Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 0.58% in Q2 2026, buying an estimated $4.91K and bringing the position to 24,338 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Sequoia Financial Advisors first reported a position in IDLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $936K in Q3 2025. 105 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

Sequoia Financial Advisors held 24,338 shares of Invesco S&P International Developed Low Volatility ETF worth $839K as of Q2 2026.
Sequoia Financial Advisors bought 140 Invesco S&P International Developed Low Volatility ETF shares in Q2 2026, an estimated $4.91K.
Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1029 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
Sequoia Financial Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $936K in Q3 2025.
105 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.