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

Spearhead Capital 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
2022
Q3 		– Sell
-8,096
Closed -$357K – 125
2022
Q2 		$357K Sell
8,096
-1,580
-16% -$46.8K 0.05% 103
2022
Q1 		$507K Buy
+9,676
New +$301K 0.06% 85

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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Spearhead Capital Advisors's IDLV Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2022, closing a stake of 8,096 shares — an estimated $357K sold.

Spearhead Capital Advisors first reported a position in IDLV in Q1 2022 and held it in 2 quarters. The position peaked at $507K in Q1 2022. 88 funds tracked by Wall St. Rank hold IDLV as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 8,096 Invesco S&P International Developed Low Volatility ETF shares in Q3 2022, an estimated $357K.
  • Spearhead Capital Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2022 and held it in 2 quarters.
  • Spearhead Capital Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $507K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.