Sowell Financial Services’s Invesco S&P International Developed High Dividend Low Volatility ETF IDHD Stock Holding History

Sowell Financial Services’s Portfolio IDHD Stock Details IDHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-15,892	Closed	-$426K	–	544
2021 Q4	$426K	Buy	15,892 +167	+1%	+$4.46K	0.02%	452
2021 Q3	$414K	Buy	+15,725	New	+$429K	0.03%	419
2021 Q2	–	Sell	-6,541	Closed	-$179K	–	3012
2021 Q1	$179K	Buy	+6,541	New	+$173K	0.01%	1107

Other funds holding IDHD

Palladiem Bryn Mawr, Pennsylvania $105M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

Aspire Wealth Management Waltham, Massachusetts $186M AUM 28.97% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Sowell Financial Services's IDHD Position: Q1 2022 in Review

Sowell Financial Services sold out of Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) in Q1 2022, closing a stake of 15,892 shares — an estimated $426K sold.

Sowell Financial Services first reported a position in IDHD in Q1 2021 and held it in 3 quarters. The position peaked at $426K in Q4 2021. 20 funds tracked by Wall St. Rank hold IDHD as of Q1 2022.

Sowell Financial Services reported no remaining Invesco S&P International Developed High Dividend Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Sowell Financial Services sold 15,892 Invesco S&P International Developed High Dividend Low Volatility ETF shares in Q1 2022, an estimated $426K.
Sowell Financial Services first reported a position in Invesco S&P International Developed High Dividend Low Volatility ETF in Q1 2021 and held it in 3 quarters.
Sowell Financial Services's Invesco S&P International Developed High Dividend Low Volatility ETF position peaked at $426K in Q4 2021.
20 funds tracked by Wall St. Rank held Invesco S&P International Developed High Dividend Low Volatility ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.