Wealthspire Advisors (Maryland)’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-896	Closed	-$29K	–	1171
2019 Q1	$29K	Sell	896 -203	-18%	-$6.49K	﹤0.01%	1122
2018 Q4	$33K	Buy	1,099 +2	+0.2%	+$62	﹤0.01%	1012
2018 Q3	$36K	Sell	1,097 -134	-11%	-$4.38K	﹤0.01%	1077
2018 Q2	$40K	Hold	1,231	–	–	﹤0.01%	1064
2018 Q1	$41K	Hold	1,231	–	–	﹤0.01%	1061
2017 Q4	$41K	Hold	1,231	–	–	﹤0.01%	1083
2017 Q3	$41K	Hold	1,231	–	–	﹤0.01%	1049
2017 Q2	$40K	Hold	1,231	–	–	﹤0.01%	1020
2017 Q1	$38K	Hold	1,231	–	–	0.01%	877
2016 Q4	$35K	Sell	1,231 -88	-7%	-$2.55K	0.01%	860
2016 Q3	$40K	Sell	1,319 -74	-5%	-$2.27K	0.01%	836
2016 Q2	$42K	Sell	1,393 -358	-20%	-$10.8K	0.01%	784
2016 Q1	$52K	Hold	1,751	–	–	0.01%	695
2015 Q4	$50K	Buy	+1,751	New	+$51.3K	0.01%	713

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s IDLV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2019, closing a stake of 896 shares — an estimated $29K sold.

Wealthspire Advisors (Maryland) first reported a position in IDLV in Q4 2015 and held it in 14 quarters. The position peaked at $52K in Q1 2016. 88 funds tracked by Wall St. Rank hold IDLV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 896 Invesco S&P International Developed Low Volatility ETF shares in Q2 2019, an estimated $29K.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Invesco S&P International Developed Low Volatility ETF position peaked at $52K in Q1 2016.
88 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.