Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Invesco International Dividend Achievers ETF PID Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-13,463
Closed -$225K – 1590
2023
Q3 		$225K Buy
+13,463
New +$239K ﹤0.01% 1378

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Portfolio Solutions's PID Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2023, closing a stake of 13,463 shares — an estimated $225K sold.

Envestnet Portfolio Solutions first reported a position in PID in Q3 2023 and held it in 1 quarter. The position peaked at $225K in Q3 2023. 158 funds tracked by Wall St. Rank hold PID as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 13,463 Invesco International Dividend Achievers ETF shares in Q4 2023, an estimated $225K.
  • Envestnet Portfolio Solutions first reported a position in Invesco International Dividend Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Invesco International Dividend Achievers ETF position peaked at $225K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.