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HHRDM
H&H Retirement Design & Management’s
Invesco International Dividend Achievers ETF
PID
Stock Holding History
H&H Retirement Design & Management’s Portfolio
PID Stock Details
PID Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.99M
Sell
87,010
-1,119
-1%
-$25.5K
0.97%
22
2025
Q4
$2M
Buy
88,129
+8,043
+10%
+$174K
1.02%
22
2025
Q3
$1.73M
Buy
80,086
+308
+0.4%
+$6.48K
0.92%
22
2025
Q2
$1.65M
Buy
79,778
+6,515
+9%
+$129K
0.91%
22
2025
Q1
$1.39M
Sell
73,263
-967
-1%
-$18.4K
0.92%
23
2024
Q4
$1.43M
Buy
74,230
+2,472
+3%
+$47.5K
0.87%
24
2024
Q3
$1.4M
Buy
71,758
+1,076
+2%
+$20.5K
0.83%
24
2024
Q2
$1.33M
Buy
70,682
+1,413
+2%
+$25.7K
0.82%
25
2024
Q1
$1.23M
Buy
69,269
+7,801
+13%
+$143K
0.81%
28
2023
Q4
$1.1M
Buy
61,468
+2,922
+5%
+$50K
0.69%
28
2023
Q3
$967K
Buy
58,546
+780
+1%
+$13.8K
0.67%
27
2023
Q2
$1.06M
Sell
57,766
-342
-0.6%
-$6.16K
0.71%
27
2023
Q1
$1.07M
Buy
+58,108
New
+$1.02M
0.68%
27
Other funds holding PID
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
Zurich, Switzerland
$564B 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
$5.82B AUM
16.73%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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