True Wealth Design
IDHQ icon

True Wealth Design’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

True Wealth Design’s Portfolio IDHQ Stock Details IDHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$200K Sell
4,641
-127
-3% -$5.63K 0.05% 126
2026
Q2 		$208K Sell
4,768
-134
-3% -$5.38K 0.05% 109
2026
Q1 		$173K Hold
4,902
– – 0.05% 111
2025
Q4 		$172K Sell
4,902
-609
-11% -$21.1K 0.05% 96
2025
Q3 		$185K Hold
5,511
– – 0.06% 75
2025
Q2 		$182K Sell
5,511
-4,568
-45% -$143K 0.06% 56
2025
Q1 		$302K Sell
10,079
-444
-4% -$13.4K 0.11% 25
2024
Q4 		$298K Sell
10,523
-2,409
-19% -$72.1K 0.12% 21
2024
Q3 		$411K Sell
12,932
-6,257
-33% -$194K 0.16% 19
2024
Q2 		$584K Sell
19,189
-2,271
-11% -$69K 0.14% 100
2024
Q1 		$658K Sell
21,460
-336
-2% -$9.9K 0.16% 99
2023
Q4 		$623K Buy
21,796
+2,286
+12% +$61.2K 0.18% 99
2023
Q3 		$505K Sell
19,510
-699
-3% -$18.8K 0.17% 100
2023
Q2 		$548K Sell
20,209
-214
-1% -$5.75K 0.2% 102
2023
Q1 		$539K Sell
20,423
-328
-2% -$8.5K 0.23% 105
2022
Q4 		$513K Buy
+20,751
New +$490K 0.24% 102

Other funds holding IDHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Chaney Capital Management
Chaney Capital Management Lynnwood, Washington $346M AUM 14.59% 1-Year Est. Return
Integrated Capital Management (Michigan)
Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.7% 1-Year Est. Return
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return
Elevated Financial Group
Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

True Wealth Design's IDHQ Position: Q3 2026 in Review

True Wealth Design reduced its Invesco S&P International Developed Quality ETF (IDHQ) stake by 2.7% in Q3 2026, selling an estimated $5.63K and leaving 4,641 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #126.

True Wealth Design first reported a position in IDHQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $658K in Q1 2024. 87 funds tracked by Wall St. Rank hold IDHQ as of Q3 2026.

  • True Wealth Design held 4,641 shares of Invesco S&P International Developed Quality ETF worth $200K as of Q3 2026.
  • True Wealth Design sold 127 Invesco S&P International Developed Quality ETF shares in Q3 2026, an estimated $5.63K.
  • Invesco S&P International Developed Quality ETF made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #126 holding.
  • True Wealth Design first reported a position in Invesco S&P International Developed Quality ETF in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Invesco S&P International Developed Quality ETF position peaked at $658K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.