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

SteelPeak Wealth’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	$371K	Sell	10,770 -1,115	-9%	-$39.1K	0.01%	481
2026 Q1	$409K	Hold	11,885	–	–	0.01%	404
2025 Q4	$403K	Sell	11,885 -2,252	-16%	-$75.7K	0.01%	382
2025 Q3	$474K	Buy	14,137 +722	+5%	+$24.2K	0.02%	399
2025 Q2	$444K	Sell	13,415 -1,112	-8%	-$35.6K	0.02%	368
2025 Q1	$441K	Sell	14,527 -558	-4%	-$16.3K	0.02%	362
2024 Q4	$420K	Buy	15,085 +278	+2%	+$8.07K	0.02%	362
2024 Q3	$450K	Sell	14,807 -494	-3%	-$14.4K	0.02%	334
2024 Q2	$418K	Sell	15,301 -2,110	-12%	-$58.5K	0.02%	334
2024 Q1	$489K	Buy	17,411 +3,703	+27%	+$103K	0.02%	302
2023 Q4	$386K	Sell	13,708 -1,617	-11%	-$43K	0.02%	309
2023 Q3	$400K	Sell	15,325 -2,082	-12%	-$56.5K	0.03%	282
2023 Q2	$476K	Sell	17,407 -1,054	-6%	-$29.3K	0.03%	253
2023 Q1	$505K	Buy	+18,461	New	+$503K	0.03%	241
2022 Q4	–	Sell	-18,541	Closed	-$457K	–	449
2022 Q3	$457K	Buy	18,541 +5,600	+43%	+$154K	0.03%	259
2022 Q2	$357K	Buy	12,941 +883	+7%	+$26.1K	0.03%	294
2022 Q1	$375K	Sell	12,058 -283	-2%	-$8.8K	0.02%	323
2021 Q4	$394K	Sell	12,341 -305	-2%	-$9.6K	0.02%	296
2021 Q3	$387K	Buy	12,646 +27	+0.2%	+$856	0.03%	285
2021 Q2	$390K	Buy	12,619 +1,127	+10%	+$35K	0.03%	297
2021 Q1	$349K	Buy	11,492 +2,962	+35%	+$89.8K	0.03%	279
2020 Q4	$256K	Sell	8,530 -2,781	-25%	-$80.9K	0.02%	281
2020 Q3	$322K	Sell	11,311 -448	-4%	-$12.7K	0.03%	211
2020 Q2	$325K	Sell	11,759 -335	-3%	-$9.1K	0.04%	195
2020 Q1	$318K	Sell	12,094 -791	-6%	-$25.1K	0.05%	169
2019 Q4	$440K	Buy	+12,885	New	+$444K	0.06%	178

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 $599M AUM 24.9% 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

SteelPeak Wealth's IDLV Position: Q2 2026 in Review

SteelPeak Wealth reduced its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 9.4% in Q2 2026, selling an estimated $39.1K and leaving 10,770 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #481.

SteelPeak Wealth first reported a position in IDLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $505K in Q1 2023. 106 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

SteelPeak Wealth held 10,770 shares of Invesco S&P International Developed Low Volatility ETF worth $371K as of Q2 2026.
SteelPeak Wealth sold 1,115 Invesco S&P International Developed Low Volatility ETF shares in Q2 2026, an estimated $39.1K.
Invesco S&P International Developed Low Volatility ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #481 holding.
SteelPeak Wealth first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2019 and has held it in 26 quarters since.
SteelPeak Wealth's Invesco S&P International Developed Low Volatility ETF position peaked at $505K in Q1 2023.
106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.