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Financial Advocates Investment Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Financial Advocates Investment 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
2021
Q1 		– Sell
-8,752
Closed -$317K – 785
2020
Q4 		$317K Sell
8,752
-7,904
-47% -$112K 0.02% 549
2020
Q3 		$211K Buy
16,656
+83
+0.5% +$1.07K 0.02% 572
2020
Q2 		$202K Buy
16,573
+55
+0.3% +$667 0.02% 568
2020
Q1 		$187K Sell
16,518
-24
-0.1% -$367 0.03% 439
2019
Q4 		$282K Buy
16,542
+152
+0.9% +$2.49K 0.03% 408
2019
Q3 		$263K Sell
16,390
-31
-0.2% -$494 0.03% 405
2019
Q2 		$268K Buy
16,421
+19
+0.1% +$308 0.03% 386
2019
Q1 		$260K Buy
16,402
+28
+0.2% +$434 0.03% 388
2018
Q4 		$231K Sell
16,374
-5,277
-24% -$78.9K 0.03% 387
2018
Q3 		$341K Sell
21,651
-873
-4% -$13.9K 0.04% 358
2018
Q2 		$349K Sell
22,524
-1,269
-5% -$20K 0.04% 337
2018
Q1 		$375K Buy
23,793
+6,138
+35% +$100K 0.05% 318
2017
Q4 		$292K Buy
+17,655
New +$284K 0.04% 365

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Financial Advocates Investment Management's PID Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2021, closing a stake of 8,752 shares — an estimated $317K sold.

Financial Advocates Investment Management first reported a position in PID in Q4 2017 and held it in 13 quarters. The position peaked at $375K in Q1 2018. 93 funds tracked by Wall St. Rank hold PID as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,752 Invesco International Dividend Achievers ETF shares in Q1 2021, an estimated $317K.
  • Financial Advocates Investment Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2017 and held it in 13 quarters.
  • Financial Advocates Investment Management's Invesco International Dividend Achievers ETF position peaked at $375K in Q1 2018.
  • 93 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.