RAFFA WEALTH MANAGEMENT, LLC’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	-12,750	Closed	-$423K	–	730
2018 Q1	$423K	Buy	12,750 +5,250	+70%	+$177K	0.15%	46
2017 Q4	$252K	Hold	7,500	–	–	0.1%	74
2017 Q3	$249K	Hold	7,500	–	–	0.1%	76
2017 Q2	$242K	Buy	+7,500	New	+$239K	0.1%	73

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

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IDLV Position: Q2 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2018, closing a stake of 12,750 shares — an estimated $423K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IDLV in Q2 2017 and held it in 4 quarters. The position peaked at $423K in Q1 2018. 82 funds tracked by Wall St. Rank hold IDLV as of Q2 2018.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 12,750 Invesco S&P International Developed Low Volatility ETF shares in Q2 2018, an estimated $423K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2017 and held it in 4 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Invesco S&P International Developed Low Volatility ETF position peaked at $423K 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 RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2018, filed 27 Jul 2026.