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Calton & Associates’s Invesco International Dividend Achievers ETF PID Stock Holding History

Calton & Associates’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
Q2 		$207K Sell
9,342
-6,946
-43% -$158K 0.03% 405
2026
Q1 		$362K Buy
16,288
+2,700
+20% +$61.4K 0.05% 287
2025
Q4 		$299K Buy
13,588
+587
+5% +$12.7K 0.04% 326
2025
Q3 		$276K Buy
13,001
+1,439
+12% +$30.3K 0.04% 336
2025
Q2 		$237K Buy
11,562
+48
+0.4% +$950 0.04% 331
2025
Q1 		$220K Buy
11,514
+89
+0.8% +$1.69K 0.05% 302
2024
Q4 		$209K Buy
+11,425
New +$219K 0.09% 183
2024
Q3 		– Sell
-11,384
Closed -$204K – 265
2024
Q2 		$204K Sell
11,384
-117
-1% -$2.13K 0.1% 178
2024
Q1 		$213K Buy
11,501
+180
+2% +$3.29K 0.1% 178
2023
Q4 		$209K Buy
+11,321
New +$194K 0.08% 224
2023
Q3 		– Sell
-10,734
Closed -$194K – 216
2023
Q2 		$194K Buy
10,734
+86
+0.8% +$1.55K 0.09% 197
2023
Q1 		$190K Buy
10,648
+25
+0.2% +$438 0.09% 215
2022
Q4 		$178K Buy
10,623
+353
+3% +$5.81K 0.07% 263
2022
Q3 		$156K Sell
10,270
-2
-0% -$34 0.09% 197
2022
Q2 		$175K Sell
10,272
-1,874
-15% -$34.7K 0.1% 223
2022
Q1 		$238K Buy
12,146
+24
+0.2% +$453 0.07% 296
2021
Q4 		$223K Sell
12,122
-952
-7% -$17.3K 0.06% 328
2021
Q3 		$229K Buy
13,074
+24
+0.2% +$427 0.05% 351
2021
Q2 		$231K Buy
13,050
+1,440
+12% +$25.4K 0.04% 355
2021
Q1 		$194K Buy
+11,610
New +$190K 0.04% 381
2018
Q1 		– Sell
-719
Closed -$12K – 1023
2017
Q4 		$12K Buy
+719
New +$11.6K ﹤0.01% 1021

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Calton & Associates's PID Position: Q2 2026 in Review

Calton & Associates reduced its Invesco International Dividend Achievers ETF (PID) stake by 43% in Q2 2026, selling an estimated $158K and leaving 9,342 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #405.

Calton & Associates first reported a position in PID in Q4 2017 and has held it in 21 quarters since. The position peaked at $362K in Q1 2026. 160 funds tracked by Wall St. Rank hold PID as of Q2 2026.

  • Calton & Associates held 9,342 shares of Invesco International Dividend Achievers ETF worth $207K as of Q2 2026.
  • Calton & Associates sold 6,946 Invesco International Dividend Achievers ETF shares in Q2 2026, an estimated $158K.
  • Invesco International Dividend Achievers ETF made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #405 holding.
  • Calton & Associates first reported a position in Invesco International Dividend Achievers ETF in Q4 2017 and has held it in 21 quarters since.
  • Calton & Associates's Invesco International Dividend Achievers ETF position peaked at $362K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.