Clearstead Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Clearstead Advisors’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
2018 Q2	–	Sell	-17,754	Closed	-$280K	–	229
2018 Q1	$280K	Hold	17,754	–	–	0.04%	194
2017 Q4	$294K	Hold	17,754	–	–	0.04%	183
2017 Q3	$287K	Hold	17,754	–	–	0.04%	202
2017 Q2	$273K	Buy	+17,754	New	+$269K	0.04%	197

Other funds holding PID

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Clearstead Advisors's PID Position: Q2 2018 in Review

Clearstead Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2018, closing a stake of 17,754 shares — an estimated $280K sold.

Clearstead Advisors first reported a position in PID in Q2 2017 and held it in 4 quarters. The position peaked at $294K in Q4 2017. 98 funds tracked by Wall St. Rank hold PID as of Q2 2018.

Clearstead Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2018 after selling out during the quarter.
Clearstead Advisors sold 17,754 Invesco International Dividend Achievers ETF shares in Q2 2018, an estimated $280K.
Clearstead Advisors first reported a position in Invesco International Dividend Achievers ETF in Q2 2017 and held it in 4 quarters.
Clearstead Advisors's Invesco International Dividend Achievers ETF position peaked at $294K in Q4 2017.
98 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2018.

Based on Clearstead Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.