AWM
PID icon

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

Axxcess 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
Q3 		– Sell
-12,988
Closed -$222K – 595
2022
Q2 		$222K Buy
+12,988
New +$241K 0.02% 473

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Axxcess Wealth Management's PID Position: Q3 2022 in Review

Axxcess Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2022, closing a stake of 12,988 shares — an estimated $222K sold.

Axxcess Wealth Management first reported a position in PID in Q2 2022 and held it in 1 quarter. The position peaked at $222K in Q2 2022. 121 funds tracked by Wall St. Rank hold PID as of Q3 2022.

  • Axxcess Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,988 Invesco International Dividend Achievers ETF shares in Q3 2022, an estimated $222K.
  • Axxcess Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q2 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Invesco International Dividend Achievers ETF position peaked at $222K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.