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

Cynosure 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 Q1	$546K	Hold	24,523	–	–	0.07%	77
2025 Q4	$540K	Hold	24,523	–	–	0.05%	136
2025 Q3	$522K	Hold	24,523	–	–	0.06%	166
2025 Q2	$503K	Hold	24,523	–	–	0.06%	161
2025 Q1	$468K	Hold	24,523	–	–	0.06%	147
2024 Q4	$449K	Hold	24,523	–	–	0.07%	140
2024 Q3	$485K	Hold	24,523	–	–	0.07%	160
2024 Q2	$439K	Hold	24,523	–	–	0.07%	155
2024 Q1	$455K	Hold	24,523	–	–	0.08%	129
2023 Q4	$453K	Hold	24,523	–	–	0.08%	124
2023 Q3	$410K	Hold	24,523	–	–	0.13%	116
2023 Q2	$443K	Buy	+24,523	New	+$442K	0.13%	105

Other funds holding PID

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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