GSWM
PID icon

Golden State Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Golden State Wealth 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 		$485K Sell
21,813
-1,905
-8% -$43.4K 0.05% 251
2025
Q4 		$522K Sell
23,718
-3,414
-13% -$73.9K 0.06% 247
2025
Q3 		$577K Sell
27,132
-2,319
-8% -$48.8K 0.06% 220
2025
Q2 		$604K Sell
29,451
-8,132
-22% -$161K 0.07% 195
2025
Q1 		$717K Sell
37,583
-21,519
-36% -$409K 0.11% 156
2024
Q4 		$1.08M Buy
+59,102
New +$1.13M 0.16% 110
2020
Q4 		– Sell
-1,862
Closed -$24K – 370
2020
Q3 		$24K Buy
+1,862
New +$24.1K 0.01% 372

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return