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

BlackDiamond 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
2023
Q1 		– Sell
-121,525
Closed -$2.11M – 126
2022
Q4 		$2.11M Buy
121,525
+1,626
+1% +$26.8K 2.4% 8
2022
Q3 		$1.92M Buy
+119,899
New +$2.06M 2.31% 9

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

BlackDiamond Wealth Management's PID Position: Q1 2023 in Review

BlackDiamond Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2023, closing a stake of 121,525 shares — an estimated $2.11M sold.

BlackDiamond Wealth Management first reported a position in PID in Q3 2022 and held it in 2 quarters. The position peaked at $2.11M in Q4 2022. 149 funds tracked by Wall St. Rank hold PID as of Q1 2023.

  • BlackDiamond Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 121,525 Invesco International Dividend Achievers ETF shares in Q1 2023, an estimated $2.11M.
  • BlackDiamond Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q3 2022 and held it in 2 quarters.
  • BlackDiamond Wealth Management's Invesco International Dividend Achievers ETF position peaked at $2.11M in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.