Avantax Advisory Services’s Invesco International Dividend Achievers ETF PID Stock Holding History

Avantax Advisory Services’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 Q2	$740K	Sell	36,089 -3,585	-9%	-$70.9K	﹤0.01%	1341
2025 Q1	$757K	Sell	39,674 -10,031	-20%	-$190K	﹤0.01%	1245
2024 Q4	$910K	Sell	49,705 -804	-2%	-$15.4K	0.01%	1083
2024 Q3	$999K	Sell	50,509 -943	-2%	-$18K	0.01%	1023
2024 Q2	$922K	Buy	51,452 +6,204	+14%	+$113K	0.01%	1021
2024 Q1	$839K	Sell	45,248 -33,790	-43%	-$617K	0.01%	823
2023 Q4	$1.46M	Buy	79,038 +10,798	+16%	+$185K	0.01%	598
2023 Q3	$1.14M	Sell	68,240 -17,758	-21%	-$315K	0.01%	635
2023 Q2	$1.55M	Sell	85,998 -5,317	-6%	-$95.8K	0.02%	540
2023 Q1	$1.63M	Buy	91,315 +7,016	+8%	+$123K	0.02%	503
2022 Q4	$1.41M	Sell	84,299 -31,349	-27%	-$516K	0.02%	518
2022 Q3	$1.76M	Buy	115,648 +49,967	+76%	+$859K	0.03%	401
2022 Q2	$1.12M	Buy	65,681 +1,162	+2%	+$21.5K	0.02%	514
2022 Q1	$1.27M	Buy	64,519 +24,761	+62%	+$467K	0.02%	483
2021 Q4	$734K	Buy	39,758 +213	+0.5%	+$3.86K	0.01%	621
2021 Q3	$694K	Sell	39,545 -375	-0.9%	-$6.67K	0.01%	591
2021 Q2	$704K	Buy	39,920 +67	+0.2%	+$1.18K	0.01%	573
2021 Q1	$666K	Sell	39,853 -7,938	-17%	-$130K	0.01%	531
2020 Q4	$734K	Sell	47,791 -42,919	-47%	-$610K	0.02%	442
2020 Q3	$1.15M	Buy	90,710 +30,743	+51%	+$398K	0.02%	506
2020 Q2	$730K	Sell	59,967 -292	-0.5%	-$3.54K	0.02%	399
2020 Q1	$682K	Buy	60,259 +1,844	+3%	+$28.2K	0.02%	369
2019 Q4	$999K	Buy	+58,415	New	+$956K	0.02%	337

Other funds holding PID

Morgan Stanley New York $1.66T AUM 25.57% 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

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Avantax Advisory Services's PID Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco International Dividend Achievers ETF (PID) stake by 9% in Q2 2025, selling an estimated $70.9K and leaving 36,089 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Avantax Advisory Services first reported a position in PID in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.76M in Q3 2022. 152 funds tracked by Wall St. Rank hold PID as of Q2 2025.

Avantax Advisory Services held 36,089 shares of Invesco International Dividend Achievers ETF worth $740K as of Q2 2025.
Avantax Advisory Services sold 3,585 Invesco International Dividend Achievers ETF shares in Q2 2025, an estimated $70.9K.
Invesco International Dividend Achievers ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1341 holding.
Avantax Advisory Services first reported a position in Invesco International Dividend Achievers ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Invesco International Dividend Achievers ETF position peaked at $1.76M in Q3 2022.
152 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.