Harborview Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Harborview Advisors’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
2021 Q3	$358K	Hold	20,371	–	–	0.2%	82
2021 Q2	$360K	Buy	20,371 +1,631	+9%	+$28.8K	0.2%	79
2021 Q1	$313K	Buy	18,740 +297	+2%	+$4.85K	0.19%	76
2020 Q4	$283K	Sell	18,443 -438	-2%	-$6.22K	0.19%	78
2020 Q3	$240K	Buy	18,881 +2,758	+17%	+$35.7K	0.18%	82
2020 Q2	$196K	Buy	16,123 +542	+3%	+$6.58K	0.16%	84
2020 Q1	$177K	Buy	15,581 +403	+3%	+$6.17K	0.18%	80
2019 Q4	$259K	Buy	15,178 +9	+0.1%	+$147	0.2%	70
2019 Q3	$243K	Sell	15,169 -11	-0.1%	-$175	0.2%	70
2019 Q2	$248K	Sell	15,180 -85	-0.6%	-$1.38K	0.2%	71
2019 Q1	$242K	Buy	+15,265	New	+$237K	0.21%	64
2018 Q3	–	Sell	-14,207	Closed	-$222K	–	70
2018 Q2	$222K	Buy	14,207 +1,065	+8%	+$16.8K	0.2%	64
2018 Q1	$207K	Buy	13,142 +3,123	+31%	+$51K	0.2%	65
2017 Q4	$166K	Buy	+10,019	New	+$161K	0.16%	62

Other funds holding PID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

SLA

Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harborview Advisors's PID Position: Q3 2021 in Review

Harborview Advisors held its Invesco International Dividend Achievers ETF (PID) position steady in Q3 2021 at 20,371 shares worth $358K. The position accounts for 0.2% of the portfolio, ranked #82.

Harborview Advisors first reported a position in PID in Q4 2017 and has held it in 14 quarters since. The position peaked at $360K in Q2 2021. 96 funds tracked by Wall St. Rank hold PID as of Q3 2021.

Harborview Advisors held 20,371 shares of Invesco International Dividend Achievers ETF worth $358K as of Q3 2021.
Harborview Advisors left its Invesco International Dividend Achievers ETF share count unchanged in Q3 2021.
Invesco International Dividend Achievers ETF made up 0.2% of Harborview Advisors's portfolio in Q3 2021, its #82 holding.
Harborview Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2017 and has held it in 14 quarters since.
Harborview Advisors's Invesco International Dividend Achievers ETF position peaked at $360K in Q2 2021.
96 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.