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B. Riley Wealth Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$510K Sell
27,851
-227
-0.8% -$4.36K 0.02% 690
2024
Q3 		$552K Sell
28,078
-2,852
-9% -$54.4K 0.02% 709
2024
Q2 		$554K Buy
30,930
+3,784
+14% +$68.8K 0.01% 769
2024
Q1 		$454K Buy
27,146
+10,511
+63% +$192K 0.01% 839
2023
Q4 		$307K Sell
16,635
-10,511
-39% -$180K 0.01% 1047
2023
Q3 		$454K Sell
27,146
-492
-2% -$8.72K 0.01% 839
2023
Q2 		$499K Sell
27,638
-719
-3% -$13K 0.01% 856
2023
Q1 		$506K Sell
28,357
-614
-2% -$10.8K 0.01% 796
2022
Q4 		$484K Buy
28,971
+1,700
+6% +$28K 0.01% 798
2022
Q3 		$416K Buy
27,271
+1,120
+4% +$19.2K 0.01% 841
2022
Q2 		$448K Hold
26,151
– – 0.02% 705
2022
Q1 		$514K Sell
26,151
-2,972
-10% -$56.1K 0.02% 735
2021
Q4 		$538K Buy
29,123
+602
+2% +$10.9K 0.02% 767
2021
Q3 		$502K Sell
28,521
-1,513
-5% -$26.9K 0.02% 778
2021
Q2 		$531K Buy
30,034
+11,915
+66% +$211K 0.02% 741
2021
Q1 		$303K Buy
+18,119
New +$296K 0.01% 997
2015
Q1 		– Sell
-7,150
Closed -$125 – 1591
2014
Q4 		$125 Buy
+7,150
New +$129K ﹤0.01% 1600
2014
Q3 		– Sell
-7,150
Closed -$138K – 1546
2014
Q2 		$138K Buy
7,150
+400
+6% +$7.52K 0.03% 596
2014
Q1 		$123K Hold
6,750
– – 0.04% 553
2013
Q4 		$124K Buy
6,750
+560
+9% +$9.95K 0.04% 495
2013
Q3 		$107K Hold
6,190
– – 0.04% 527
2013
Q2 		$101K Buy
+6,190
New +$105K 0.03% 543

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Advisors's PID Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Invesco International Dividend Achievers ETF (PID) stake by 0.81% in Q4 2024, selling an estimated $4.36K and leaving 27,851 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #690.

B. Riley Wealth Advisors first reported a position in PID in Q2 2013 and has held it in 22 quarters since. The position peaked at $554K in Q2 2024. 161 funds tracked by Wall St. Rank hold PID as of Q4 2024.

  • B. Riley Wealth Advisors held 27,851 shares of Invesco International Dividend Achievers ETF worth $510K as of Q4 2024.
  • B. Riley Wealth Advisors sold 227 Invesco International Dividend Achievers ETF shares in Q4 2024, an estimated $4.36K.
  • Invesco International Dividend Achievers ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #690 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q2 2013 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $554K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.