Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco International Dividend Achievers ETF PID Stock Holding History

Carson Wealth (CWM LLC)’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 		$70.4K Sell
3,165
-221
-7% -$5.03K ﹤0.01% 3541
2025
Q4 		$74K Buy
3,386
+576
+20% +$12.5K ﹤0.01% 3305
2025
Q3 		$60K Buy
2,810
+2,683
+2,113% +$56.4K ﹤0.01% 3381
2025
Q2 		$3K Buy
127
+42
+49% +$831 ﹤0.01% 4798
2025
Q1 		$2K Sell
85
-867
-91% -$16.5K ﹤0.01% 4797
2024
Q4 		$17K Hold
952
– – ﹤0.01% 3548
2024
Q3 		$19K Hold
952
– – ﹤0.01% 3396
2024
Q2 		$17K Buy
952
+867
+1,020% +$15.8K ﹤0.01% 3230
2024
Q1 		$2K Sell
85
-1,553
-95% -$28.4K ﹤0.01% 4023
2023
Q4 		$30K Hold
1,638
– – ﹤0.01% 2519
2023
Q3 		$27K Hold
1,638
– – ﹤0.01% 2481
2023
Q2 		$30K Hold
1,638
– – ﹤0.01% 2375
2023
Q1 		$29K Buy
1,638
+1,553
+1,827% +$27.2K ﹤0.01% 2249
2022
Q4 		$1K Sell
85
-153
-64% -$2.52K ﹤0.01% 3810
2022
Q3 		$4K Buy
+238
New +$4.09K ﹤0.01% 3201
2019
Q1 		– Sell
-300
Closed -$4K – 3202
2018
Q4 		$4K Buy
+300
New +$4.49K ﹤0.01% 1603
2016
Q3 		– Sell
-900
Closed -$13K – 1045
2016
Q2 		$13K Hold
900
– – ﹤0.01% 524
2016
Q1 		$12K Hold
900
– – ﹤0.01% 501
2015
Q4 		$12K Buy
+900
New +$13.3K ﹤0.01% 446

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
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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PID Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco International Dividend Achievers ETF (PID) stake by 6.5% in Q1 2026, selling an estimated $5.03K and leaving 3,165 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Carson Wealth (CWM LLC) first reported a position in PID in Q4 2015 and has held it in 19 quarters since. The position peaked at $74K in Q4 2025. 158 funds tracked by Wall St. Rank hold PID as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,165 shares of Invesco International Dividend Achievers ETF worth $70.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 221 Invesco International Dividend Achievers ETF shares in Q1 2026, an estimated $5.03K.
  • Invesco International Dividend Achievers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3541 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco International Dividend Achievers ETF in Q4 2015 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco International Dividend Achievers ETF position peaked at $74K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.