CFML
PID icon

COMPASS FINANCIAL MANAGEMENT LLC’s Invesco International Dividend Achievers ETF PID Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$4.93K Buy
+222
New +$5.05K ﹤0.01% 1192

Other funds holding PID

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PID Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Invesco International Dividend Achievers ETF (PID) in Q2 2026: 222 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings.

130 funds tracked by Wall St. Rank hold PID as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 222 shares of Invesco International Dividend Achievers ETF worth $4.93K as of Q2 2026.
  • Invesco International Dividend Achievers ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Invesco International Dividend Achievers ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1192 holding.
  • 130 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.