Gladstone Institutional Advisory’s Invesco International Dividend Achievers ETF PID Stock Holding History

Gladstone Institutional Advisory’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
2023 Q2	–	Sell	-14,835	Closed	-$265K	–	687
2023 Q1	$265K	Buy	+14,835	New	+$260K	0.02%	557

Other funds holding PID

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gladstone Institutional Advisory's PID Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2023, closing a stake of 14,835 shares — an estimated $265K sold.

Gladstone Institutional Advisory first reported a position in PID in Q1 2023 and held it in 1 quarter. The position peaked at $265K in Q1 2023. 143 funds tracked by Wall St. Rank hold PID as of Q2 2023.

Gladstone Institutional Advisory reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 14,835 Invesco International Dividend Achievers ETF shares in Q2 2023, an estimated $265K.
Gladstone Institutional Advisory first reported a position in Invesco International Dividend Achievers ETF in Q1 2023 and held it in 1 quarter.
Gladstone Institutional Advisory's Invesco International Dividend Achievers ETF position peaked at $265K in Q1 2023.
143 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.