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Wealth Advisory Solutions’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Wealth Advisory Solutions’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
Q4 		– Sell
-67,984
Closed -$2.47M – 179
2020
Q3 		$2.47M Buy
67,984
+45,720
+205% +$1.3M 0.66% 51
2020
Q2 		$614K Buy
22,264
+13,482
+154% +$366K 0.17% 94
2020
Q1 		$231K Sell
8,782
-10,675
-55% -$339K 0.08% 142
2019
Q4 		$664K Buy
+19,457
New +$671K 0.17% 104

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Advisory Solutions's IDLV Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2020, closing a stake of 67,984 shares — an estimated $2.47M sold.

Wealth Advisory Solutions first reported a position in IDLV in Q4 2019 and held it in 4 quarters. The position peaked at $2.47M in Q3 2020. 104 funds tracked by Wall St. Rank hold IDLV as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 67,984 Invesco S&P International Developed Low Volatility ETF shares in Q4 2020, an estimated $2.47M.
  • Wealth Advisory Solutions first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2019 and held it in 4 quarters.
  • Wealth Advisory Solutions's Invesco S&P International Developed Low Volatility ETF position peaked at $2.47M in Q3 2020.
  • 104 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.