Investmark Advisory Group’s Invesco International Dividend Achievers ETF PID Stock Holding History

Investmark Advisory Group’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 Q2	–	Sell	-10,004	Closed	-$185K	–	119
2024 Q1	$185K	Buy	+10,004	New	+$183K	0.1%	115
2023 Q4	–	Sell	-16,009	Closed	-$268K	–	118
2023 Q3	$268K	Sell	16,009 -4,441	-22%	-$78.7K	0.18%	84
2023 Q2	$369K	Buy	20,450 +650	+3%	+$11.7K	0.25%	74
2023 Q1	$353K	Buy	19,800 +4,143	+26%	+$72.6K	0.26%	70
2022 Q4	$262K	Buy	+15,657	New	+$258K	0.19%	83

Other funds holding PID

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

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

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

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

KCM

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

SWP

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

Investmark Advisory Group's PID Position: Q2 2024 in Review

Investmark Advisory Group sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2024, closing a stake of 10,004 shares — an estimated $185K sold.

Investmark Advisory Group first reported a position in PID in Q4 2022 and held it in 5 quarters. The position peaked at $369K in Q2 2023. 158 funds tracked by Wall St. Rank hold PID as of Q2 2024.

Investmark Advisory Group reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Investmark Advisory Group sold 10,004 Invesco International Dividend Achievers ETF shares in Q2 2024, an estimated $185K.
Investmark Advisory Group first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and held it in 5 quarters.
Investmark Advisory Group's Invesco International Dividend Achievers ETF position peaked at $369K in Q2 2023.
158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2024.

Based on Investmark Advisory Group's 13F filing for Q2 2024, filed 14 Aug 2024.