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Sterling Financial Planning’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

Sterling Financial Planning’s Portfolio IDHQ Stock Details IDHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$281K Sell
7,932
-256
-3% -$9.54K 0.08% 96
2025
Q4 		$288K Buy
8,188
+128
+2% +$4.43K 0.09% 95
2025
Q3 		$271K Buy
8,060
+134
+2% +$4.41K 0.09% 101
2025
Q2 		$261K Buy
7,926
+134
+2% +$4.21K 0.09% 96
2025
Q1 		$233K Hold
7,792
– – 0.08% 101
2024
Q4 		$221K Buy
7,792
+65
+0.8% +$1.95K 0.08% 102
2024
Q3 		$245K Hold
7,727
– – 0.09% 98
2024
Q2 		$235K Buy
7,727
+176
+2% +$5.34K 0.1% 103
2024
Q1 		$232K Buy
7,551
+100
+1% +$2.95K 0.09% 100
2023
Q4 		$213K Buy
+7,451
New +$199K 0.09% 100
2022
Q2 		– Sell
-7,105
Closed -$203K – 92
2022
Q1 		$203K Buy
7,105
+9
+0.1% +$264 0.13% 91
2021
Q4 		$228K Buy
7,096
+3
+0% +$94 0.14% 89
2021
Q3 		$214K Buy
7,093
+284
+4% +$9K 0.14% 85
2021
Q2 		$210K Buy
6,809
+7
+0.1% +$214 0.14% 81
2021
Q1 		$199K Buy
6,802
+5
+0.1% +$147 0.14% 79
2020
Q4 		$200K Buy
+6,797
New +$187K 0.16% 72

Other funds holding IDHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

Sterling Financial Planning's IDHQ Position: Q1 2026 in Review

Sterling Financial Planning reduced its Invesco S&P International Developed Quality ETF (IDHQ) stake by 3.1% in Q1 2026, selling an estimated $9.54K and leaving 7,932 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #96.

Sterling Financial Planning first reported a position in IDHQ in Q4 2020 and has held it in 16 quarters since. The position peaked at $288K in Q4 2025. 119 funds tracked by Wall St. Rank hold IDHQ as of Q1 2026.

  • Sterling Financial Planning held 7,932 shares of Invesco S&P International Developed Quality ETF worth $281K as of Q1 2026.
  • Sterling Financial Planning sold 256 Invesco S&P International Developed Quality ETF shares in Q1 2026, an estimated $9.54K.
  • Invesco S&P International Developed Quality ETF made up 0.08% of Sterling Financial Planning's portfolio in Q1 2026, its #96 holding.
  • Sterling Financial Planning first reported a position in Invesco S&P International Developed Quality ETF in Q4 2020 and has held it in 16 quarters since.
  • Sterling Financial Planning's Invesco S&P International Developed Quality ETF position peaked at $288K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.