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

Surevest’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
2020
Q1 		– Sell
-17,116
Closed -$584K – 118
2019
Q4 		$584K Buy
+17,116
New +$590K 0.25% 103

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Surevest's IDLV Position: Q1 2020 in Review

Surevest sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2020, closing a stake of 17,116 shares — an estimated $584K sold.

Surevest first reported a position in IDLV in Q4 2019 and held it in 1 quarter. The position peaked at $584K in Q4 2019. 114 funds tracked by Wall St. Rank hold IDLV as of Q1 2020.

  • Surevest reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 17,116 Invesco S&P International Developed Low Volatility ETF shares in Q1 2020, an estimated $584K.
  • Surevest first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • Surevest's Invesco S&P International Developed Low Volatility ETF position peaked at $584K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.