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

Gradient 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
2024 Q1	–	Hold	0	–	–	–	1233
2016 Q4	–	Sell	-550	Closed	-$8K	–	783
2016 Q3	$8K	Hold	550	–	–	﹤0.01%	487
2016 Q2	$8K	Hold	550	–	–	﹤0.01%	469
2016 Q1	$8K	Hold	550	–	–	﹤0.01%	470
2015 Q4	$7K	Hold	550	–	–	﹤0.01%	446
2015 Q3	$8K	Hold	550	–	–	﹤0.01%	409
2015 Q2	$9K	Hold	550	–	–	﹤0.01%	405
2015 Q1	$10K	Buy	+550	New	+$9.74K	﹤0.01%	409

Other funds holding PID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gradient Investments's PID Position: Q1 2024 in Review

Gradient Investments held its Invesco International Dividend Achievers ETF (PID) position steady in Q1 2024 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Gradient Investments first reported a position in PID in Q1 2015 and has held it in 7 quarters since. The position peaked at $10K in Q1 2015. 156 funds tracked by Wall St. Rank hold PID as of Q1 2024.

Gradient Investments held 0 shares of Invesco International Dividend Achievers ETF worth $1 as of Q1 2024.
Gradient Investments left its Invesco International Dividend Achievers ETF share count unchanged in Q1 2024.
Invesco International Dividend Achievers ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1233 holding.
Gradient Investments first reported a position in Invesco International Dividend Achievers ETF in Q1 2015 and has held it in 7 quarters since.
Gradient Investments's Invesco International Dividend Achievers ETF position peaked at $10K in Q1 2015.
156 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.