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

WealthOne’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
2019
Q1 		– Sell
-2,662
Closed -$79K – 282
2018
Q4 		$79K Buy
+2,662
New +$82.5K 0.07% 141

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthOne's IDLV Position: Q1 2019 in Review

WealthOne sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2019, closing a stake of 2,662 shares — an estimated $79K sold.

WealthOne first reported a position in IDLV in Q4 2018 and held it in 1 quarter. The position peaked at $79K in Q4 2018. 95 funds tracked by Wall St. Rank hold IDLV as of Q1 2019.

  • WealthOne reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 2,662 Invesco S&P International Developed Low Volatility ETF shares in Q1 2019, an estimated $79K.
  • WealthOne first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Invesco S&P International Developed Low Volatility ETF position peaked at $79K in Q4 2018.
  • 95 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.