BCWM
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Bartlett & Co Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Bartlett & Co 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
2026
Q1 		$4.81K Hold
212
– – ﹤0.01% 1024
2025
Q4 		$4.66K Hold
212
– – ﹤0.01% 1027
2025
Q3 		$4.51K Sell
212
-53
-20% -$1.11K ﹤0.01% 1019
2025
Q2 		$5.43K Hold
265
– – ﹤0.01% 988
2025
Q1 		$5.05K Hold
265
– – ﹤0.01% 986
2024
Q4 		$4.85K Sell
265
-55
-17% -$1.06K ﹤0.01% 978
2024
Q3 		$6.33K Hold
320
– – ﹤0.01% 957
2024
Q2 		$5.73K Sell
320
-702
-69% -$12.8K ﹤0.01% 973
2024
Q1 		$18.9K Sell
1,022
-700
-41% -$12.8K ﹤0.01% 824
2023
Q4 		$31.8K Buy
1,722
+1,667
+3,031% +$28.5K ﹤0.01% 783
2023
Q3 		$919 Buy
+55
New +$975 ﹤0.01% 1114

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
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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return