IFWM
PID icon

Institute for Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Institute for 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
Q2 		$1.07M Hold
48,086
– – 0.09% 191
2026
Q1 		$1.07M Sell
48,086
-1,341
-3% -$30.5K 0.11% 186
2025
Q4 		$1.09M Sell
49,427
-200
-0.4% -$4.33K 0.12% 180
2025
Q3 		$1.06M Sell
49,627
-610
-1% -$12.8K 0.11% 190
2025
Q2 		$1.03M Sell
50,237
-1,247
-2% -$24.7K 0.11% 188
2025
Q1 		$982K Sell
51,484
-300
-0.6% -$5.7K 0.13% 185
2024
Q4 		$948K Sell
51,784
-92
-0.2% -$1.77K 0.12% 182
2024
Q3 		$1.03M Hold
51,876
– – 0.13% 170
2024
Q2 		$930K Hold
51,876
– – 0.12% 176
2024
Q1 		$962K Sell
51,876
-93
-0.2% -$1.7K 0.12% 174
2023
Q4 		$959K Sell
51,969
-3,310
-6% -$56.7K 0.16% 159
2023
Q3 		$924K Hold
55,279
– – 0.17% 153
2023
Q2 		$998K Hold
55,279
– – 0.17% 148
2023
Q1 		$986K Hold
55,279
– – 0.19% 143
2022
Q4 		$924K Buy
55,279
+713
+1% +$11.7K 0.19% 147
2022
Q3 		$832K Hold
54,566
– – 0.19% 148
2022
Q2 		$934K Sell
54,566
-100
-0.2% -$1.85K 0.18% 142
2022
Q1 		$1.07M Hold
54,666
– – 0.17% 150
2021
Q4 		$1.01M Sell
54,666
-265
-0.5% -$4.81K 0.16% 157
2021
Q3 		$965K Sell
54,931
-300
-0.5% -$5.33K 0.17% 156
2021
Q2 		$976K Hold
55,231
– – 0.17% 157
2021
Q1 		$921K Sell
55,231
-110
-0.2% -$1.8K 0.18% 155
2020
Q4 		$849K Sell
55,341
-314
-0.6% -$4.46K 0.17% 159
2020
Q3 		$706K Sell
55,655
-1,533
-3% -$19.9K 0.16% 164
2020
Q2 		$696K Sell
57,188
-14
-0% -$170 0.17% 160
2020
Q1 		$649K Sell
57,202
-3,947
-6% -$60.4K 0.2% 140
2019
Q4 		$1.04M Sell
61,149
-473
-0.8% -$7.74K 0.24% 114
2019
Q3 		$988K Sell
61,622
-500
-0.8% -$7.96K 0.25% 121
2019
Q2 		$1.01M Sell
62,122
-862
-1% -$14K 0.22% 132
2019
Q1 		$1M Sell
62,984
-1,377
-2% -$21.3K 0.22% 127
2018
Q4 		$909K Buy
+64,361
New +$963K 0.37% 81
2018
Q2 		– Sell
-63,860
Closed -$1.02M – 236
2018
Q1 		$1.02M Buy
63,860
+5,389
+9% +$88.1K 0.3% 121
2017
Q4 		$969K Buy
58,471
+3,557
+6% +$57.2K 0.22% 133
2017
Q3 		$889K Hold
54,914
– – 0.29% 118
2017
Q2 		$848K Buy
+54,914
New +$833K 0.23% 142

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Institute for Wealth Management's PID Position: Q2 2026 in Review

Institute for Wealth Management held its Invesco International Dividend Achievers ETF (PID) position steady in Q2 2026 at 48,086 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #191.

Institute for Wealth Management first reported a position in PID in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.09M in Q4 2025. 160 funds tracked by Wall St. Rank hold PID as of Q2 2026.

  • Institute for Wealth Management held 48,086 shares of Invesco International Dividend Achievers ETF worth $1.07M as of Q2 2026.
  • Institute for Wealth Management left its Invesco International Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco International Dividend Achievers ETF made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Institute for Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q2 2017 and has held it in 35 quarters since.
  • Institute for Wealth Management's Invesco International Dividend Achievers ETF position peaked at $1.09M in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.