Compass Financial Management
PID icon

Compass Financial Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Compass Financial Management’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
Q3 		$4.74K Hold
222
– – ﹤0.01% 1297
2026
Q2 		$4.93K Buy
+222
New +$5.06K ﹤0.01% 1192

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Strategic Wealth Partners
Strategic Wealth Partners Independence, Ohio $1.36B AUM 12.73% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Compass Financial Management's PID Position: Q3 2026 in Review

Compass Financial Management held its Invesco International Dividend Achievers ETF (PID) position steady in Q3 2026 at 222 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Compass Financial Management first reported a position in PID in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.93K in Q2 2026. 135 funds tracked by Wall St. Rank hold PID as of Q3 2026.

  • Compass Financial Management held 222 shares of Invesco International Dividend Achievers ETF worth $4.74K as of Q3 2026.
  • Compass Financial Management left its Invesco International Dividend Achievers ETF share count unchanged in Q3 2026.
  • Invesco International Dividend Achievers ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1297 holding.
  • Compass Financial Management first reported a position in Invesco International Dividend Achievers ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Invesco International Dividend Achievers ETF position peaked at $4.93K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.