Cornerstone Planning Group’s Invesco International Dividend Achievers ETF PID Stock Holding History

Cornerstone Planning Group’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	–	Sell	-1,656	Closed	-$37.8K	–	1261
2026 Q2	$37.8K	Buy	1,656 +23	+1%	+$524	﹤0.01%	473
2026 Q1	$37.4K	Sell	1,633 -18,905	-92%	-$430K	0.01%	475
2025 Q4	$468K	Hold	20,538	–	–	0.07%	86
2025 Q3	$437K	Buy	+20,538	New	+$432K	0.07%	91

Other funds holding PID

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Cornerstone Planning Group's PID Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2026, closing a stake of 1,656 shares — an estimated $37.8K sold.

Cornerstone Planning Group first reported a position in PID in Q3 2025 and held it in 4 quarters. The position peaked at $468K in Q4 2025. 37 funds tracked by Wall St. Rank hold PID as of Q3 2026.

Cornerstone Planning Group reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,656 Invesco International Dividend Achievers ETF shares in Q3 2026, an estimated $37.8K.
Cornerstone Planning Group first reported a position in Invesco International Dividend Achievers ETF in Q3 2025 and held it in 4 quarters.
Cornerstone Planning Group's Invesco International Dividend Achievers ETF position peaked at $468K in Q4 2025.
37 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.