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

SWM Advisors’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
2022
Q1 		– Sell
-10,437
Closed -$332K – 32
2021
Q4 		$332K Buy
+10,437
New +$328K 0.29% 20

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM Advisors's IDLV Position: Q1 2022 in Review

SWM Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2022, closing a stake of 10,437 shares — an estimated $332K sold.

SWM Advisors first reported a position in IDLV in Q4 2021 and held it in 1 quarter. The position peaked at $332K in Q4 2021. 94 funds tracked by Wall St. Rank hold IDLV as of Q1 2022.

  • SWM Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • SWM Advisors sold 10,437 Invesco S&P International Developed Low Volatility ETF shares in Q1 2022, an estimated $332K.
  • SWM Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • SWM Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $332K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2022.

Based on SWM Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.