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Kestra Private Wealth Services’s Invesco International Dividend Achievers ETF PID Stock Holding History

Kestra Private Wealth Services’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
2023
Q4 		– Sell
-10,928
Closed -$183K – 1274
2023
Q3 		$183K Buy
+10,928
New +$194K 0.01% 1044

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Private Wealth Services's PID Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2023, closing a stake of 10,928 shares — an estimated $183K sold.

Kestra Private Wealth Services first reported a position in PID in Q3 2023 and held it in 1 quarter. The position peaked at $183K in Q3 2023. 158 funds tracked by Wall St. Rank hold PID as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,928 Invesco International Dividend Achievers ETF shares in Q4 2023, an estimated $183K.
  • Kestra Private Wealth Services first reported a position in Invesco International Dividend Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's Invesco International Dividend Achievers ETF position peaked at $183K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.