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Steward Partners Investment Advisory’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$10.5K Buy
306
+3
+1% +$105 ﹤0.01% 3534
2025
Q4 		$10.3K Buy
303
+5
+2% +$168 ﹤0.01% 3435
2025
Q3 		$9.97K Buy
298
+3
+1% +$101 ﹤0.01% 3407
2025
Q2 		$9.77K Buy
295
+4
+1% +$128 ﹤0.01% 3223
2025
Q1 		$8.83K Buy
291
+2
+0.7% +$59 ﹤0.01% 3152
2024
Q4 		$8.04K Buy
289
+2
+0.7% +$58 ﹤0.01% 3186
2024
Q3 		$8.74K Buy
287
+2
+0.7% +$58 ﹤0.01% 2995
2024
Q2 		$7.78K Buy
285
+3
+1% +$83 ﹤0.01% 2910
2024
Q1 		$7.91K Buy
282
+2
+0.7% +$56 ﹤0.01% 2896
2023
Q4 		$7.88K Sell
280
-687
-71% -$18.3K ﹤0.01% 2801
2023
Q3 		$25.2K Buy
967
+2
+0.2% +$54 ﹤0.01% 2200
2023
Q2 		$26.4K Buy
965
+3
+0.3% +$84 ﹤0.01% 2156
2023
Q1 		$26.3K Buy
962
+3
+0.3% +$82 ﹤0.01% 2136
2022
Q4 		$25.7K Buy
959
+2
+0.2% +$52 ﹤0.01% 2120
2022
Q3 		$24K Buy
957
+3
+0.3% +$82 ﹤0.01% 2140
2022
Q2 		$26K Buy
954
+5
+0.5% +$148 ﹤0.01% 2113
2022
Q1 		$30K Buy
949
+2
+0.2% +$62 ﹤0.01% 2172
2021
Q4 		$30K Buy
947
+2
+0.2% +$63 ﹤0.01% 2141
2021
Q3 		$29K Buy
945
+2
+0.2% +$63 ﹤0.01% 2152
2021
Q2 		$29K Buy
943
+2
+0.2% +$62 ﹤0.01% 4309
2021
Q1 		$28.6K Buy
941
+2
+0.2% +$61 ﹤0.01% 2289
2020
Q4 		$28K Hold
939
– – ﹤0.01% 1937
2020
Q3 		$27K Buy
939
+2
+0.2% +$57 ﹤0.01% 1773
2020
Q2 		$26K Buy
937
+2
+0.2% +$54 ﹤0.01% 1677
2020
Q1 		$24K Buy
935
+2
+0.2% +$64 ﹤0.01% 1538
2019
Q4 		$31K Buy
933
+7
+0.8% +$241 ﹤0.01% 1602
2019
Q3 		$31K Buy
926
+2
+0.2% +$68 ﹤0.01% 1559
2019
Q2 		$31K Buy
+924
New +$30.7K ﹤0.01% 1532
2018
Q4 		– Sell
-917
Closed -$30K – 1402
2018
Q3 		$30K Buy
+917
New +$29.9K ﹤0.01% 1386
2018
Q2 		– Sell
-912
Closed -$30K – 2492
2018
Q1 		$30K Buy
912
+1
+0.1% +$34 ﹤0.01% 1188
2017
Q4 		$30K Buy
911
+12
+1% +$402 ﹤0.01% 993
2017
Q3 		$29K Buy
899
+5
+0.6% +$165 ﹤0.01% 841
2017
Q2 		$28K Buy
+894
New +$28.4K ﹤0.01% 780

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's IDLV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 0.99% in Q1 2026, buying an estimated $105 and bringing the position to 306 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3534.

Steward Partners Investment Advisory first reported a position in IDLV in Q2 2017 and has held it in 33 quarters since. The position peaked at $31K in Q4 2019. 106 funds tracked by Wall St. Rank hold IDLV as of Q1 2026.

  • Steward Partners Investment Advisory held 306 shares of Invesco S&P International Developed Low Volatility ETF worth $10.5K as of Q1 2026.
  • Steward Partners Investment Advisory bought 3 Invesco S&P International Developed Low Volatility ETF shares in Q1 2026, an estimated $105.
  • Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3534 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2017 and has held it in 33 quarters since.
  • Steward Partners Investment Advisory's Invesco S&P International Developed Low Volatility ETF position peaked at $31K in Q4 2019.
  • 106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.