Graves Light Lenhart Wealth’s Invesco International Dividend Achievers ETF PID Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q4	–	Sell	-10,376	Closed	-$158K	–	176
2022 Q3	$158K	Sell	10,376 -113	-1%	-$1.94K	0.03%	159
2022 Q2	$180K	Hold	10,489	–	–	0.03%	173
2022 Q1	$206K	Hold	10,489	–	–	0.03%	171
2021 Q4	$194K	Hold	10,489	–	–	0.03%	195
2021 Q3	$184K	Sell	10,489 -80	-0.8%	-$1.42K	0.03%	187
2021 Q2	$187K	Sell	10,569 -145	-1%	-$2.56K	0.03%	184
2021 Q1	$179K	Hold	10,714	–	–	0.03%	191
2020 Q4	$164K	Sell	10,714 -429	-4%	-$6.09K	0.03%	191
2020 Q3	$141K	Sell	11,143 -2,527	-18%	-$32.7K	0.03%	158
2020 Q2	$166K	Buy	13,670 +10	+0.1%	+$121	0.04%	154
2020 Q1	$155K	Sell	13,660 -6,873	-33%	-$105K	0.04%	143
2019 Q4	$350K	Hold	20,533	–	–	0.07%	120
2019 Q3	$330K	Buy	20,533 +859	+4%	+$13.7K	0.07%	123
2019 Q2	$321K	Hold	19,674	–	–	0.08%	114
2019 Q1	$312K	Sell	19,674 -2,786	-12%	-$43.2K	0.08%	106
2018 Q4	$317K	Buy	+22,460	New	+$336K	0.09%	102

Other funds holding PID

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Graves Light Lenhart Wealth's PID Position: Q4 2022 in Review

Graves Light Lenhart Wealth sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2022, closing a stake of 10,376 shares — an estimated $158K sold.

Graves Light Lenhart Wealth first reported a position in PID in Q4 2018 and held it in 16 quarters. The position peaked at $350K in Q4 2019. 151 funds tracked by Wall St. Rank hold PID as of Q4 2022.

Graves Light Lenhart Wealth reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 10,376 Invesco International Dividend Achievers ETF shares in Q4 2022, an estimated $158K.
Graves Light Lenhart Wealth first reported a position in Invesco International Dividend Achievers ETF in Q4 2018 and held it in 16 quarters.
Graves Light Lenhart Wealth's Invesco International Dividend Achievers ETF position peaked at $350K in Q4 2019.
151 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.