Adams Chetwood Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$2.28M	Sell	116,314 -1,354	-1%	-$25.6K	1.29%	18
2021 Q4	$2.17M	Sell	117,668 -2,662	-2%	-$48.3K	1.48%	17
2021 Q3	$2.11M	Sell	120,330 -6,731	-5%	-$120K	1.53%	16
2021 Q2	$2.25M	Sell	127,061 -1,971	-2%	-$34.8K	1.58%	16
2021 Q1	$2.15M	Buy	129,032 +6,777	+6%	+$111K	1.64%	13
2020 Q4	$1.88M	Buy	122,255 +8,635	+8%	+$123K	1.56%	14
2020 Q3	$1.44M	Sell	113,620 -3,684	-3%	-$47.7K	1.39%	15
2020 Q2	$1.43M	Buy	117,304 +4,053	+4%	+$49.2K	1.45%	14
2020 Q1	$1.36M	Buy	113,251 +17,624	+18%	+$270K	1.59%	11
2019 Q4	$1.63M	Buy	+95,627	New	+$1.56M	1.67%	9

Other funds holding PID

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adams Chetwood Wealth Management's PID Position: Q1 2022 in Review

Adams Chetwood Wealth Management reduced its Invesco International Dividend Achievers ETF (PID) stake by 1.2% in Q1 2022, selling an estimated $25.6K and leaving 116,314 shares worth $2.28M. The position accounts for 1.29% of the portfolio, ranked #18.

Adams Chetwood Wealth Management first reported a position in PID in Q4 2019 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold PID as of Q1 2022.

Adams Chetwood Wealth Management held 116,314 shares of Invesco International Dividend Achievers ETF worth $2.28M as of Q1 2022.
Adams Chetwood Wealth Management sold 1,354 Invesco International Dividend Achievers ETF shares in Q1 2022, an estimated $25.6K.
Invesco International Dividend Achievers ETF made up 1.29% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #18 holding.
Adams Chetwood Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2019 and has held it in 10 quarters since.
110 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.