Cerity Partners’s Invesco International Dividend Achievers ETF PID Stock Holding History

Cerity 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
2026 Q2	$1.03M	Buy	46,210 +617	+1%	+$14.1K	﹤0.01%	1991
2026 Q1	$1.01M	Buy	45,593 +395	+0.9%	+$8.99K	﹤0.01%	1855
2025 Q4	$994K	Buy	45,198 +68	+0.2%	+$1.47K	﹤0.01%	1729
2025 Q3	$960K	Buy	45,130 +102	+0.2%	+$2.15K	﹤0.01%	1616
2025 Q2	$923K	Buy	45,028 +160	+0.4%	+$3.17K	﹤0.01%	1552
2025 Q1	$856K	Buy	44,868 +107	+0.2%	+$2.03K	﹤0.01%	1497
2024 Q4	$820K	Sell	44,761 -13	-0%	-$250	﹤0.01%	1508
2024 Q3	$886K	Buy	44,774 +204	+0.5%	+$3.89K	﹤0.01%	1462
2024 Q2	$799K	Sell	44,570 -1,786	-4%	-$32.5K	﹤0.01%	1325
2024 Q1	$859K	Sell	46,356 -38,033	-45%	-$695K	﹤0.01%	1349
2023 Q4	$1.56M	Sell	84,389 -9,172	-10%	-$157K	0.01%	847
2023 Q3	$1.56M	Buy	93,561 +70,575	+307%	+$1.25M	0.01%	642
2023 Q2	$415K	Buy	22,986 +7,205	+46%	+$130K	﹤0.01%	1261
2023 Q1	$281K	Buy	15,781 +2,109	+15%	+$37K	﹤0.01%	1554
2022 Q4	$229K	Buy	13,672 +50	+0.4%	+$823	﹤0.01%	1265
2022 Q3	$208K	Sell	13,622 -955	-7%	-$16.4K	﹤0.01%	1044
2022 Q2	$250K	Hold	14,577	–	–	﹤0.01%	987
2022 Q1	$286K	Sell	14,577 -2,313	-14%	-$43.7K	﹤0.01%	740
2021 Q4	$312K	Buy	+16,890	New	+$306K	﹤0.01%	752
2020 Q2	–	Sell	-75,000	Closed	-$851K	–	474
2020 Q1	$851K	Hold	75,000	–	–	0.05%	229
2019 Q4	$1.28M	Hold	75,000	–	–	0.07%	208
2019 Q3	$1.2M	Hold	75,000	–	–	0.07%	231
2019 Q2	$1.23M	Hold	75,000	–	–	0.08%	209
2019 Q1	$1.19M	Hold	75,000	–	–	0.08%	212
2018 Q4	$1.06M	Hold	75,000	–	–	0.07%	216
2018 Q3	$1.18M	Hold	75,000	–	–	0.08%	227
2018 Q2	$1.17M	Hold	75,000	–	–	0.09%	223
2018 Q1	$1.18M	Buy	75,000 +3,000	+4%	+$49K	0.09%	212
2017 Q4	$1.19M	Hold	72,000	–	–	0.08%	218
2017 Q3	$1.16M	Hold	72,000	–	–	0.08%	211
2017 Q2	$1.11M	Hold	72,000	–	–	0.09%	165
2017 Q1	$1.08M	Buy	+72,000	New	+$1.07M	0.09%	181

Other funds holding PID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

Cerity Partners's PID Position: Q2 2026 in Review

Cerity Partners increased its Invesco International Dividend Achievers ETF (PID) stake by 1.4% in Q2 2026, buying an estimated $14.1K and bringing the position to 46,210 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Cerity Partners first reported a position in PID in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.56M in Q3 2023. 160 funds tracked by Wall St. Rank hold PID as of Q2 2026.

Cerity Partners held 46,210 shares of Invesco International Dividend Achievers ETF worth $1.03M as of Q2 2026.
Cerity Partners bought 617 Invesco International Dividend Achievers ETF shares in Q2 2026, an estimated $14.1K.
Invesco International Dividend Achievers ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1991 holding.
Cerity Partners first reported a position in Invesco International Dividend Achievers ETF in Q1 2017 and has held it in 32 quarters since.
Cerity Partners's Invesco International Dividend Achievers ETF position peaked at $1.56M in Q3 2023.
160 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.