Spire Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-400	Closed	-$12K	–	2749
2022 Q1	$12K	Hold	400	–	–	﹤0.01%	1973
2021 Q4	$13K	Hold	400	–	–	﹤0.01%	2278
2021 Q3	$12K	Sell	400 -330	-45%	-$10.5K	﹤0.01%	2040
2021 Q2	$23K	Hold	730	–	–	﹤0.01%	1820
2021 Q1	$22K	Buy	+730	New	+$22.1K	﹤0.01%	2105

Other funds holding IDLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spire Wealth Management's IDLV Position: Q2 2022 in Review

Spire Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2022, closing a stake of 400 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in IDLV in Q1 2021 and held it in 5 quarters. The position peaked at $23K in Q2 2021. 89 funds tracked by Wall St. Rank hold IDLV as of Q2 2022.

Spire Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 400 Invesco S&P International Developed Low Volatility ETF shares in Q2 2022, an estimated $12K.
Spire Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $23K in Q2 2021.
89 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.