GLOBALT Investments’s Invesco International Dividend Achievers ETF PID Stock Holding History

GLOBALT Investments’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	$653K	Sell	29,349 -373	-1%	-$8.49K	0.02%	168
2025 Q4	$654K	Sell	29,722 -568	-2%	-$12.3K	0.02%	156
2025 Q3	$644K	Sell	30,290 -1,789	-6%	-$37.6K	0.02%	162
2025 Q2	$658K	Sell	32,079 -3,682	-10%	-$72.8K	0.03%	162
2025 Q1	$682K	Sell	35,761 -3,943	-10%	-$74.9K	0.03%	158
2024 Q4	$727K	Sell	39,704 -923	-2%	-$17.7K	0.03%	159
2024 Q3	$804K	Sell	40,627 -1,064	-3%	-$20.3K	0.03%	156
2024 Q2	$747K	Sell	41,691 -4,373	-9%	-$79.5K	0.03%	161
2024 Q1	$854K	Sell	46,064 -2,830	-6%	-$51.7K	0.03%	160
2023 Q4	$902K	Buy	+48,894	New	+$837K	0.04%	151

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

GLOBALT Investments's PID Position: Q1 2026 in Review

GLOBALT Investments reduced its Invesco International Dividend Achievers ETF (PID) stake by 1.3% in Q1 2026, selling an estimated $8.49K and leaving 29,349 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #168.

GLOBALT Investments first reported a position in PID in Q4 2023 and has held it in 10 quarters since. The position peaked at $902K in Q4 2023. 158 funds tracked by Wall St. Rank hold PID as of Q1 2026.

GLOBALT Investments held 29,349 shares of Invesco International Dividend Achievers ETF worth $653K as of Q1 2026.
GLOBALT Investments sold 373 Invesco International Dividend Achievers ETF shares in Q1 2026, an estimated $8.49K.
Invesco International Dividend Achievers ETF made up 0.02% of GLOBALT Investments's portfolio in Q1 2026, its #168 holding.
GLOBALT Investments first reported a position in Invesco International Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's Invesco International Dividend Achievers ETF position peaked at $902K in Q4 2023.
158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.