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

Concord Wealth 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
2023 Q3	–	Sell	-13,585	Closed	-$245K	–	1064
2023 Q2	$245K	Buy	13,585 +3,151	+30%	+$56.8K	0.05%	178
2023 Q1	$186K	Sell	10,434 -1,587	-13%	-$27.8K	0.05%	173
2022 Q4	$201K	Buy	+12,021	New	+$198K	0.06%	162

Other funds holding PID

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Concord Wealth Partners's PID Position: Q3 2023 in Review

Concord Wealth Partners sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2023, closing a stake of 13,585 shares — an estimated $245K sold.

Concord Wealth Partners first reported a position in PID in Q4 2022 and held it in 3 quarters. The position peaked at $245K in Q2 2023. 149 funds tracked by Wall St. Rank hold PID as of Q3 2023.

Concord Wealth Partners reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 13,585 Invesco International Dividend Achievers ETF shares in Q3 2023, an estimated $245K.
Concord Wealth Partners first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and held it in 3 quarters.
Concord Wealth Partners's Invesco International Dividend Achievers ETF position peaked at $245K in Q2 2023.
149 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.