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Atala Financial’s Invesco International Dividend Achievers ETF PID Stock Holding History

Atala Financial’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
2025
Q3 		– Sell
-11,095
Closed -$227K – 135
2025
Q2 		$227K Buy
+11,095
New +$219K 0.16% 115

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Atala Financial's PID Position: Q3 2025 in Review

Atala Financial sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2025, closing a stake of 11,095 shares — an estimated $227K sold.

Atala Financial first reported a position in PID in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 148 funds tracked by Wall St. Rank hold PID as of Q3 2025.

  • Atala Financial reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Atala Financial sold 11,095 Invesco International Dividend Achievers ETF shares in Q3 2025, an estimated $227K.
  • Atala Financial first reported a position in Invesco International Dividend Achievers ETF in Q2 2025 and held it in 1 quarter.
  • Atala Financial's Invesco International Dividend Achievers ETF position peaked at $227K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2025.

Based on Atala Financial's 13F filing for Q3 2025, filed 4 Nov 2025.