Aspen Wealth Strategies’s Invesco International Dividend Achievers ETF PID Stock Holding History

Aspen Wealth Strategies’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
2023 Q4	–	Sell	-15,019	Closed	-$251K	–	81
2023 Q3	$251K	Sell	15,019 -140	-0.9%	-$2.48K	0.2%	63
2023 Q2	$274K	Hold	15,159	–	–	0.21%	61
2023 Q1	$270K	Buy	15,159 +489	+3%	+$8.57K	0.21%	66
2022 Q4	$245K	Buy	+14,670	New	+$241K	0.2%	64

Other funds holding PID

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

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

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

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

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Aspen Wealth Strategies's PID Position: Q4 2023 in Review

Aspen Wealth Strategies sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2023, closing a stake of 15,019 shares — an estimated $251K sold.

Aspen Wealth Strategies first reported a position in PID in Q4 2022 and held it in 4 quarters. The position peaked at $274K in Q2 2023. 158 funds tracked by Wall St. Rank hold PID as of Q4 2023.

Aspen Wealth Strategies reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
Aspen Wealth Strategies sold 15,019 Invesco International Dividend Achievers ETF shares in Q4 2023, an estimated $251K.
Aspen Wealth Strategies first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and held it in 4 quarters.
Aspen Wealth Strategies's Invesco International Dividend Achievers ETF position peaked at $274K in Q2 2023.
158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2023.

Based on Aspen Wealth Strategies's 13F filing for Q4 2023, filed 30 Jan 2024.