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

Genesis 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 Q1	$238K	Hold	10,710	–	–	0.16%	56
2025 Q4	$236K	Hold	10,710	–	–	0.16%	54
2025 Q3	$228K	Hold	10,710	–	–	0.16%	57
2025 Q2	$220K	Hold	10,710	–	–	0.16%	57
2025 Q1	$204K	Hold	10,710	–	–	0.17%	58
2024 Q4	$196K	Buy	+10,710	New	+$206K	0.17%	60
2015 Q2	$2.77M	Buy	162,118 +16,863	+12%	+$305K	2.25%	13
2015 Q1	$2.55M	Buy	145,255 +135,687	+1,418%	+$2.4M	2.12%	14
2014 Q4	$175K	Buy	+9,568	New	+$172K	0.14%	77

Other funds holding PID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Genesis Wealth Advisors's PID Position: Q1 2026 in Review

Genesis Wealth Advisors held its Invesco International Dividend Achievers ETF (PID) position steady in Q1 2026 at 10,710 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #56.

Genesis Wealth Advisors first reported a position in PID in Q4 2014 and has held it in 9 quarters since. The position peaked at $2.77M in Q2 2015. 158 funds tracked by Wall St. Rank hold PID as of Q1 2026.

Genesis Wealth Advisors held 10,710 shares of Invesco International Dividend Achievers ETF worth $238K as of Q1 2026.
Genesis Wealth Advisors left its Invesco International Dividend Achievers ETF share count unchanged in Q1 2026.
Invesco International Dividend Achievers ETF made up 0.16% of Genesis Wealth Advisors's portfolio in Q1 2026, its #56 holding.
Genesis Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $2.77M in Q2 2015.
158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.