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CFFP
Center for Financial Planning’s
Invesco International Dividend Achievers ETF
PID
Stock Holding History
Center for Financial Planning’s Portfolio
PID Stock Details
PID Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$33.8K
Hold
1,521
–
–
﹤0.01%
358
2025
Q4
$33.5K
Hold
1,521
–
–
﹤0.01%
350
2025
Q3
$32.3K
Hold
1,521
–
–
﹤0.01%
362
2025
Q2
$31.2K
Hold
1,521
–
–
﹤0.01%
347
2025
Q1
$29K
Hold
1,521
–
–
﹤0.01%
350
2024
Q4
$27.9K
Hold
1,521
–
–
﹤0.01%
317
2024
Q3
$30.1K
Hold
1,521
–
–
﹤0.01%
302
2024
Q2
$27.3K
Hold
1,521
–
–
﹤0.01%
300
2024
Q1
$28.2K
Hold
1,521
–
–
﹤0.01%
296
2023
Q4
$28.1K
Hold
1,521
–
–
0.01%
279
2023
Q3
$25.4K
Hold
1,521
–
–
0.01%
286
2023
Q2
$27.5K
Hold
1,521
–
–
0.01%
295
2023
Q1
$27.1K
Hold
1,521
–
–
0.01%
273
2022
Q4
$25.4K
Hold
1,521
–
–
0.01%
277
2022
Q3
$23K
Hold
1,521
–
–
0.01%
285
2022
Q2
$26K
Hold
1,521
–
–
0.01%
275
2022
Q1
$30K
Hold
1,521
–
–
0.01%
275
2021
Q4
$28K
Hold
1,521
–
–
0.01%
287
2021
Q3
$27K
Hold
1,521
–
–
0.01%
287
2021
Q2
$27K
Hold
1,521
–
–
0.01%
282
2021
Q1
$25K
Buy
+1,521
New
+$24.8K
0.01%
286
Other funds holding PID
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
SWP
Strategic Wealth Partners
Independence, Ohio
$1.44B AUM
21.2%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MWM
Modern Wealth Management
Lenexa, Kansas
$5.82B AUM
16.73%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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