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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EP Wealth Advisors's PID Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Invesco International Dividend Achievers ETF (PID) in Q2 2025: 7,560 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PID as recently as Q4 2023.

EP Wealth Advisors first reported a position in PID in Q4 2023 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold PID as of Q2 2025.

  • EP Wealth Advisors held 7,560 shares of Invesco International Dividend Achievers ETF worth $155K as of Q2 2025.
  • Invesco International Dividend Achievers ETF was a new EP Wealth Advisors position in Q2 2025.
  • Invesco International Dividend Achievers ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1314 holding.
  • EP Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2023 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.