Synergy Investment Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Synergy Investment Management’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	$6.89K	Buy	+200	New	+$7.02K	﹤0.01%	536
2025 Q2	–	Sell	-200	Closed	-$6.07K	–	299
2025 Q1	$6.07K	Hold	200	–	–	﹤0.01%	424
2024 Q4	$5.57K	Buy	+200	New	+$5.81K	﹤0.01%	446

Other funds holding IDLV

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Synergy Investment Management's IDLV Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2026: 200 shares worth $6.89K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in IDLV as recently as Q1 2025.

Synergy Investment Management first reported a position in IDLV in Q4 2024 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold IDLV as of Q1 2026.

Synergy Investment Management held 200 shares of Invesco S&P International Developed Low Volatility ETF worth $6.89K as of Q1 2026.
Invesco S&P International Developed Low Volatility ETF was a new Synergy Investment Management position in Q1 2026.
Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #536 holding.
Synergy Investment Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2024 and has held it in 3 quarters since.
106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.