EPAM
PID icon

Evelyn Partners Asset Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Evelyn Partners Asset 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
2026
Q1 		$31.3K Hold
1,408
– – 0.01% 205
2025
Q4 		$31K Buy
+1,408
New +$30.5K 0.01% 179

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
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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Evelyn Partners Asset Management's PID Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Invesco International Dividend Achievers ETF (PID) position steady in Q1 2026 at 1,408 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #205.

Evelyn Partners Asset Management first reported a position in PID in Q4 2025 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold PID as of Q1 2026.

  • Evelyn Partners Asset Management held 1,408 shares of Invesco International Dividend Achievers ETF worth $31.3K as of Q1 2026.
  • Evelyn Partners Asset Management left its Invesco International Dividend Achievers ETF share count unchanged in Q1 2026.
  • Invesco International Dividend Achievers ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #205 holding.
  • Evelyn Partners Asset Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2025 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.