LWA
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Lantern Wealth Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Lantern Wealth 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
2026
Q1 		$222K Hold
10,000
– – 0.11% 160
2025
Q4 		$220K Hold
10,000
– – 0.12% 150
2025
Q3 		$213K Hold
10,000
– – 0.11% 144
2025
Q2 		$205K Buy
+10,000
New +$198K 0.12% 142
2024
Q4 		$183K Hold
10,000
– – 0.12% 133
2024
Q3 		$198K Hold
10,000
– – 0.14% 125
2024
Q2 		$179K Hold
10,000
– – 0.13% 126
2024
Q1 		$185K Hold
10,000
– – 0.13% 124
2023
Q4 		$185K Buy
+10,000
New +$171K 0.14% 111

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return