Western Wealth Management’s Invesco S&P International Developed High Dividend Low Volatility ETF IDHD Stock Holding History

Western Wealth Management’s Portfolio IDHD Stock Details IDHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-12,306	Closed	-$279K	–	478
2020 Q2	$279K	Buy	+12,306	New	+$273K	0.05%	331

Other funds holding IDHD

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Western Wealth Management's IDHD Position: Q3 2020 in Review

Western Wealth Management sold out of Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) in Q3 2020, closing a stake of 12,306 shares — an estimated $279K sold.

Western Wealth Management first reported a position in IDHD in Q2 2020 and held it in 1 quarter. The position peaked at $279K in Q2 2020. 14 funds tracked by Wall St. Rank hold IDHD as of Q3 2020.

Western Wealth Management reported no remaining Invesco S&P International Developed High Dividend Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
Western Wealth Management sold 12,306 Invesco S&P International Developed High Dividend Low Volatility ETF shares in Q3 2020, an estimated $279K.
Western Wealth Management first reported a position in Invesco S&P International Developed High Dividend Low Volatility ETF in Q2 2020 and held it in 1 quarter.
Western Wealth Management's Invesco S&P International Developed High Dividend Low Volatility ETF position peaked at $279K in Q2 2020.
14 funds tracked by Wall St. Rank held Invesco S&P International Developed High Dividend Low Volatility ETF as of Q3 2020.

Based on Western Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.