Ullmann Wealth Partners Group’s Invesco S&P International Developed High Dividend Low Volatility ETF IDHD Stock Holding History

Ullmann Wealth Partners Group’s Portfolio IDHD Stock Details IDHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-11,973	Closed	-$362K	–	91
2021 Q3	$362K	Buy	+11,973	New	+$326K	0.14%	56

Other funds holding IDHD

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Aspire Wealth Management Waltham, Massachusetts $186M AUM 28.97% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Ullmann Wealth Partners Group's IDHD Position: Q4 2021 in Review

Ullmann Wealth Partners Group sold out of Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) in Q4 2021, closing a stake of 11,973 shares — an estimated $362K sold.

Ullmann Wealth Partners Group first reported a position in IDHD in Q3 2021 and held it in 1 quarter. The position peaked at $362K in Q3 2021. 19 funds tracked by Wall St. Rank hold IDHD as of Q4 2021.

Ullmann Wealth Partners Group reported no remaining Invesco S&P International Developed High Dividend Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Ullmann Wealth Partners Group sold 11,973 Invesco S&P International Developed High Dividend Low Volatility ETF shares in Q4 2021, an estimated $362K.
Ullmann Wealth Partners Group first reported a position in Invesco S&P International Developed High Dividend Low Volatility ETF in Q3 2021 and held it in 1 quarter.
Ullmann Wealth Partners Group's Invesco S&P International Developed High Dividend Low Volatility ETF position peaked at $362K in Q3 2021.
19 funds tracked by Wall St. Rank held Invesco S&P International Developed High Dividend Low Volatility ETF as of Q4 2021.

Based on Ullmann Wealth Partners Group's 13F filing for Q4 2021, filed 26 Jan 2022.