Sunbelt Securities’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Sunbelt Securities’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	$3.75K	Buy	109 +1	+0.9%	+$35	﹤0.01%	1758
2025 Q4	$3.67K	Buy	108 +1	+0.9%	+$34	﹤0.01%	1711
2025 Q3	$3.6K	Sell	107 -3	-3%	-$101	﹤0.01%	1710
2025 Q2	$3.06K	Hold	110	–	–	﹤0.01%	1535
2025 Q1	$3.35K	Hold	110	–	–	﹤0.01%	1493
2024 Q4	$3.06K	Sell	110 -8	-7%	-$232	﹤0.01%	1537
2024 Q3	$3.58K	Buy	118 +1	+0.9%	+$29	﹤0.01%	1513
2024 Q2	$3.2K	Hold	117	–	–	﹤0.01%	1472
2024 Q1	$3.27K	Buy	117 +1	+0.9%	+$28	﹤0.01%	1437
2023 Q4	$3.27K	Hold	116	–	–	﹤0.01%	1382
2023 Q3	$3.02K	Buy	116 +1	+0.9%	+$27	﹤0.01%	1403
2023 Q2	$3.16K	Hold	115	–	–	﹤0.01%	1395
2023 Q1	$3.14K	Buy	+115	New	+$3.14K	﹤0.01%	1377

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sunbelt Securities's IDLV Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 0.93% in Q1 2026, buying an estimated $35 and bringing the position to 109 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Sunbelt Securities first reported a position in IDLV in Q1 2023 and has held it in 13 quarters since. 106 funds tracked by Wall St. Rank hold IDLV as of Q1 2026.

Sunbelt Securities held 109 shares of Invesco S&P International Developed Low Volatility ETF worth $3.75K as of Q1 2026.
Sunbelt Securities bought 1 Invesco S&P International Developed Low Volatility ETF share in Q1 2026, an estimated $35.
Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1758 holding.
Sunbelt Securities first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2023 and has held it in 13 quarters since.
106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.