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

Avior 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
2025
Q1 		– Sell
-1,710
Closed -$29.6K – 1886
2024
Q4 		$29.6K Hold
1,710
– – ﹤0.01% 1318
2024
Q3 		$31.9K Hold
1,710
– – ﹤0.01% 1272
2024
Q2 		$29K Sell
1,710
-1,114
-39% -$20.3K ﹤0.01% 1263
2024
Q1 		$50.6K Buy
2,824
+10
+0.4% +$183 ﹤0.01% 1227
2023
Q4 		$50.2K Buy
2,814
+6
+0.2% +$103 ﹤0.01% 729
2023
Q3 		$45.4K Buy
2,808
+11
+0.4% +$195 ﹤0.01% 777
2023
Q2 		$48.8K Buy
2,797
+10
+0.4% +$180 ﹤0.01% 765
2023
Q1 		$48K Buy
2,787
+993
+55% +$17.4K ﹤0.01% 776
2022
Q4 		$28.4K Hold
1,794
– – ﹤0.01% 711
2022
Q3 		$25K Buy
1,794
+1,694
+1,694% +$29.1K ﹤0.01% 709
2022
Q2 		$0 Buy
+100
New +$1.85K ﹤0.01% 1188
2021
Q3 		– Sell
-217
Closed -$3.86K – 1145
2021
Q2 		$3K Buy
+217
New +$3.83K ﹤0.01% 871

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
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Avior Wealth Management's PID Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2025, closing a stake of 1,710 shares — an estimated $29.6K sold.

Avior Wealth Management first reported a position in PID in Q2 2021 and held it in 12 quarters. The position peaked at $50.6K in Q1 2024. 152 funds tracked by Wall St. Rank hold PID as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,710 Invesco International Dividend Achievers ETF shares in Q1 2025, an estimated $29.6K.
  • Avior Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q2 2021 and held it in 12 quarters.
  • Avior Wealth Management's Invesco International Dividend Achievers ETF position peaked at $50.6K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.