Traverso Chambers Private Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Traverso Chambers Private Wealth 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
2020 Q1	–	Sell	-11,188	Closed	-$382K	–	103
2019 Q4	$382K	Hold	11,188	–	–	0.16%	67
2019 Q3	$382K	Buy	+11,188	New	+$379K	0.18%	63
2019 Q2	–	Sell	-11,188	Closed	-$367K	–	100
2019 Q1	$367K	Buy	+11,188	New	+$357K	0.18%	66

Other funds holding IDLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management's IDLV Position: Q1 2020 in Review

Traverso Chambers Private Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2020, closing a stake of 11,188 shares — an estimated $382K sold.

Traverso Chambers Private Wealth Management first reported a position in IDLV in Q1 2019 and held it in 3 quarters. The position peaked at $382K in Q4 2019. 114 funds tracked by Wall St. Rank hold IDLV as of Q1 2020.

Traverso Chambers Private Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 11,188 Invesco S&P International Developed Low Volatility ETF shares in Q1 2020, an estimated $382K.
Traverso Chambers Private Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2019 and held it in 3 quarters.
Traverso Chambers Private Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $382K 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 Traverso Chambers Private Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.