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Valeo Financial Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Valeo Financial Advisors’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
Q3 		– Sell
-25
Closed -$1K – 1839
2020
Q2 		$1K Hold
25
– – ﹤0.01% 1893
2020
Q1 		$1K Hold
25
– – ﹤0.01% 1657
2019
Q4 		$1K Buy
+25
New +$862 ﹤0.01% 1539

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valeo Financial Advisors's IDLV Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in IDLV in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 96 funds tracked by Wall St. Rank hold IDLV as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 Invesco S&P International Developed Low Volatility ETF shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $1K in Q2 2020.
  • 96 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.