CIA
PID icon

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

Concurrent Investment 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
2026
Q2 		$279K Sell
12,570
-1,100
-8% -$25K ﹤0.01% 1737
2026
Q1 		$304K Buy
13,670
+1,103
+9% +$25.1K ﹤0.01% 1500
2025
Q4 		$276K Buy
+12,567
New +$272K ﹤0.01% 1452

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Jones Financial Companies
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

Concurrent Investment Advisors's PID Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Invesco International Dividend Achievers ETF (PID) stake by 8% in Q2 2026, selling an estimated $25K and leaving 12,570 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Concurrent Investment Advisors first reported a position in PID in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q1 2026. 160 funds tracked by Wall St. Rank hold PID as of Q2 2026.

  • Concurrent Investment Advisors held 12,570 shares of Invesco International Dividend Achievers ETF worth $279K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,100 Invesco International Dividend Achievers ETF shares in Q2 2026, an estimated $25K.
  • Invesco International Dividend Achievers ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1737 holding.
  • Concurrent Investment Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Invesco International Dividend Achievers ETF position peaked at $304K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.