Creative Financial Designs’s Invesco International Dividend Achievers ETF PID Stock Holding History

Creative Financial Designs’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
2024 Q2	–	Sell	-429	Closed	-$7.95K	–	1704
2024 Q1	$7.95K	Buy	+429	New	+$7.84K	﹤0.01%	1209
2022 Q4	–	Sell	-1,000	Closed	-$15K	–	1335
2022 Q3	$15K	Hold	1,000	–	–	﹤0.01%	799
2022 Q2	$17K	Hold	1,000	–	–	﹤0.01%	771
2022 Q1	$20K	Hold	1,000	–	–	﹤0.01%	765
2021 Q4	$18K	Hold	1,000	–	–	﹤0.01%	783
2021 Q3	$18K	Hold	1,000	–	–	﹤0.01%	891
2021 Q2	$18K	Hold	1,000	–	–	﹤0.01%	891
2021 Q1	$17K	Hold	1,000	–	–	﹤0.01%	824
2020 Q4	$15K	Sell	1,000 -350	-26%	-$4.97K	﹤0.01%	777
2020 Q3	$17K	Buy	1,350 +308	+30%	+$3.99K	﹤0.01%	693
2020 Q2	$13K	Buy	+1,042	New	+$12.6K	﹤0.01%	696
2018 Q4	–	Sell	-1,000	Closed	-$16K	–	715
2018 Q3	$16K	Sell	1,000 -350	-26%	-$5.56K	0.01%	369
2018 Q2	$21K	Hold	1,350	–	–	0.01%	353
2018 Q1	$21K	Hold	1,350	–	–	0.01%	319
2017 Q4	$22K	Hold	1,350	–	–	0.01%	302
2017 Q3	$22K	Hold	1,350	–	–	0.01%	320
2017 Q2	$21K	Hold	1,350	–	–	0.01%	323
2017 Q1	$20K	Hold	1,350	–	–	0.01%	323
2016 Q4	$19K	Buy	+1,350	New	+$19.4K	0.02%	325

Other funds holding PID

Morgan Stanley New York $1.66T AUM 25.57% 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

KCM

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

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

Creative Financial Designs's PID Position: Q2 2024 in Review

Creative Financial Designs sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2024, closing a stake of 429 shares — an estimated $7.95K sold.

Creative Financial Designs first reported a position in PID in Q4 2016 and held it in 19 quarters. The position peaked at $22K in Q4 2017. 158 funds tracked by Wall St. Rank hold PID as of Q2 2024.

Creative Financial Designs reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Creative Financial Designs sold 429 Invesco International Dividend Achievers ETF shares in Q2 2024, an estimated $7.95K.
Creative Financial Designs first reported a position in Invesco International Dividend Achievers ETF in Q4 2016 and held it in 19 quarters.
Creative Financial Designs's Invesco International Dividend Achievers ETF position peaked at $22K in Q4 2017.
158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.