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

TrueWealth LLC’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
2018
Q2 		– Sell
-1,657
Closed -$55K – 845
2018
Q1 		$55K Buy
+1,657
New +$55.8K 0.03% 250

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TrueWealth LLC's IDLV Position: Q2 2018 in Review

TrueWealth LLC sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2018, closing a stake of 1,657 shares — an estimated $55K sold.

TrueWealth LLC first reported a position in IDLV in Q1 2018 and held it in 1 quarter. The position peaked at $55K in Q1 2018. 82 funds tracked by Wall St. Rank hold IDLV as of Q2 2018.

  • TrueWealth LLC reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
  • TrueWealth LLC sold 1,657 Invesco S&P International Developed Low Volatility ETF shares in Q2 2018, an estimated $55K.
  • TrueWealth LLC first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2018 and held it in 1 quarter.
  • TrueWealth LLC's Invesco S&P International Developed Low Volatility ETF position peaked at $55K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.