EFS
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Essex Financial Services’s Invesco International Dividend Achievers ETF PID Stock Holding History

Essex Financial Services’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 		$403K Buy
18,104
+24
+0.1% +$546 0.02% 521
2025
Q4 		$398K Buy
18,080
+14
+0.1% +$303 0.02% 508
2025
Q3 		$384K Buy
18,066
+1,022
+6% +$21.5K 0.02% 503
2025
Q2 		$349K Buy
17,044
+20
+0.1% +$396 0.02% 504
2025
Q1 		$325K Buy
17,024
+14
+0.1% +$266 0.02% 479
2024
Q4 		$311K Buy
17,010
+8
+0% +$154 0.02% 483
2024
Q3 		$336K Sell
17,002
-3,005
-15% -$57.3K 0.02% 461
2024
Q2 		$374K Sell
20,007
-2,131
-10% -$38.7K 0.03% 435
2024
Q1 		$410K Sell
22,138
-134
-0.6% -$2.45K 0.04% 362
2023
Q4 		$411K Sell
22,272
-9,180
-29% -$157K 0.04% 337
2023
Q3 		$526K Buy
31,452
+437
+1% +$7.75K 0.06% 270
2023
Q2 		$560K Buy
31,015
+8,351
+37% +$151K 0.06% 260
2023
Q1 		$404K Sell
22,664
-593
-3% -$10.4K 0.04% 326
2022
Q4 		$388K Buy
23,257
+610
+3% +$10K 0.04% 324
2022
Q3 		$345K Hold
22,647
– – 0.04% 315
2022
Q2 		$388K Buy
22,647
+2,000
+10% +$37.1K 0.04% 314
2022
Q1 		$405K Buy
20,647
+396
+2% +$7.47K 0.04% 317
2021
Q4 		$374K Sell
20,251
-1,450
-7% -$26.3K 0.04% 331
2021
Q3 		$381K Buy
21,701
+1,433
+7% +$25.5K 0.04% 307
2021
Q2 		$338K Hold
20,268
– – 0.05% 301
2021
Q1 		$338K Sell
20,268
-790
-4% -$12.9K 0.06% 245
2020
Q4 		$323K Buy
21,058
+1,075
+5% +$15.3K 0.06% 238
2020
Q3 		$254K Buy
+19,983
New +$259K 0.06% 234
2018
Q2 		– Sell
-25,788
Closed -$406K – 330
2018
Q1 		$406K Buy
+25,788
New +$421K 0.08% 223
2017
Q3 		– Sell
-25,858
Closed -$397K – 327
2017
Q2 		$397K Sell
25,858
-5,743
-18% -$87.1K 0.08% 225
2017
Q1 		$475K Buy
31,601
+826
+3% +$12.2K 0.11% 181
2016
Q4 		$443K Buy
30,775
+5,725
+23% +$82.3K 0.1% 192
2016
Q3 		$369K Buy
25,050
+2,770
+12% +$40K 0.09% 213
2016
Q2 		$314K Sell
22,280
-3,109
-12% -$44K 0.08% 234
2016
Q1 		$352K Sell
25,389
-7,153
-22% -$91.7K 0.09% 213
2015
Q4 		$442K Sell
32,542
-840
-3% -$12.4K 0.11% 190
2015
Q3 		$482K Sell
33,382
-850
-2% -$13.5K 0.13% 177
2015
Q2 		$576K Buy
34,232
+2,584
+8% +$46.7K 0.15% 156
2015
Q1 		$552K Buy
31,648
+3,019
+11% +$53.5K 0.14% 167
2014
Q4 		$501K Buy
28,629
+10,143
+55% +$182K 0.13% 174
2014
Q3 		$342K Buy
18,486
+4,996
+37% +$96.3K 0.1% 211
2014
Q2 		$261K Buy
13,490
+2,689
+25% +$50.5K 0.08% 247
2014
Q1 		$197K Buy
+10,801
New +$194K 0.06% 272

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
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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
EH
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Essex Financial Services's PID Position: Q1 2026 in Review

Essex Financial Services increased its Invesco International Dividend Achievers ETF (PID) stake by 0.13% in Q1 2026, buying an estimated $546 and bringing the position to 18,104 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #521.

Essex Financial Services first reported a position in PID in Q1 2014 and has held it in 38 quarters since. The position peaked at $576K in Q2 2015. 158 funds tracked by Wall St. Rank hold PID as of Q1 2026.

  • Essex Financial Services held 18,104 shares of Invesco International Dividend Achievers ETF worth $403K as of Q1 2026.
  • Essex Financial Services bought 24 Invesco International Dividend Achievers ETF shares in Q1 2026, an estimated $546.
  • Invesco International Dividend Achievers ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #521 holding.
  • Essex Financial Services first reported a position in Invesco International Dividend Achievers ETF in Q1 2014 and has held it in 38 quarters since.
  • Essex Financial Services's Invesco International Dividend Achievers ETF position peaked at $576K in Q2 2015.
  • 158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.