Cedar Brook Financial Partners’s Invesco International Dividend Achievers ETF PID Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-11,017	Closed	-$204K	–	290
2024 Q1	$204K	Buy	11,017 +104	+1%	+$1.9K	0.04%	420
2023 Q4	$200K	Buy	10,913 +58	+0.5%	+$993	0.04%	404
2023 Q3	$181K	Buy	+10,855	New	+$192K	0.05%	361

Other funds holding PID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

Cedar Brook Financial Partners's PID Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2024, closing a stake of 11,017 shares — an estimated $204K sold.

Cedar Brook Financial Partners first reported a position in PID in Q3 2023 and held it in 3 quarters. The position peaked at $204K in Q1 2024. 158 funds tracked by Wall St. Rank hold PID as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 11,017 Invesco International Dividend Achievers ETF shares in Q2 2024, an estimated $204K.
Cedar Brook Financial Partners first reported a position in Invesco International Dividend Achievers ETF in Q3 2023 and held it in 3 quarters.
Cedar Brook Financial Partners's Invesco International Dividend Achievers ETF position peaked at $204K in Q1 2024.
158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.