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Endurance Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Endurance Wealth Management’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
Q2 		$8K Hold
458
– – ﹤0.01% 517
2023
Q1 		$8K Hold
458
– – ﹤0.01% 520
2022
Q4 		$8K Buy
+458
New +$7.54K ﹤0.01% 495

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Endurance Wealth Management's PID Position: Q2 2023 in Review

Endurance Wealth Management held its Invesco International Dividend Achievers ETF (PID) position steady in Q2 2023 at 458 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Endurance Wealth Management first reported a position in PID in Q4 2022 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold PID as of Q2 2023.

  • Endurance Wealth Management held 458 shares of Invesco International Dividend Achievers ETF worth $8K as of Q2 2023.
  • Endurance Wealth Management left its Invesco International Dividend Achievers ETF share count unchanged in Q2 2023.
  • Invesco International Dividend Achievers ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #517 holding.
  • Endurance Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.