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EP Wealth Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

EP Wealth Advisors’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
Q2 		$102K Buy
+4,600
New +$105K ﹤0.01% 1670
2025
Q2 		$155K Buy
+7,560
New +$150K ﹤0.01% 1314
2024
Q1 		– Sell
-7,294
Closed -$135K – 861
2023
Q4 		$135K Buy
+7,294
New +$125K ﹤0.01% 755

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

EP Wealth Advisors's PID Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco International Dividend Achievers ETF (PID) in Q2 2026: 4,600 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1670 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PID as recently as Q2 2025.

EP Wealth Advisors first reported a position in PID in Q4 2023 and has held it in 3 quarters since. The position peaked at $155K in Q2 2025. 160 funds tracked by Wall St. Rank hold PID as of Q2 2026.

  • EP Wealth Advisors held 4,600 shares of Invesco International Dividend Achievers ETF worth $102K as of Q2 2026.
  • Invesco International Dividend Achievers ETF was a new EP Wealth Advisors position in Q2 2026.
  • Invesco International Dividend Achievers ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1670 holding.
  • EP Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2023 and has held it in 3 quarters since.
  • EP Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $155K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.