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Acorn Wealth Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Acorn Wealth Advisors’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,476
Closed -$101K – 344
2018
Q2 		$101K Buy
6,476
+38
+0.6% +$600 0.09% 182
2018
Q1 		$103K Buy
6,438
+11
+0.2% +$180 0.09% 172
2017
Q4 		$109K Buy
+6,427
New +$103K 0.1% 159

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Acorn Wealth Advisors's PID Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2018, closing a stake of 6,476 shares — an estimated $101K sold.

Acorn Wealth Advisors first reported a position in PID in Q4 2017 and held it in 3 quarters. The position peaked at $109K in Q4 2017. 97 funds tracked by Wall St. Rank hold PID as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 6,476 Invesco International Dividend Achievers ETF shares in Q3 2018, an estimated $101K.
  • Acorn Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $109K in Q4 2017.
  • 97 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.