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Larson Financial Group’s Invesco International Dividend Achievers ETF PID Stock Holding History

Larson Financial 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
2023
Q1 		– Sell
-1,300
Closed -$21.7K – 1590
2022
Q4 		$21.7K Buy
+1,300
New +$21.4K ﹤0.01% 678
2020
Q2 		– Sell
-694
Closed -$8K – 738
2020
Q1 		$8K Buy
+694
New +$10.6K 0.01% 318

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Larson Financial Group's PID Position: Q1 2023 in Review

Larson Financial Group sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2023, closing a stake of 1,300 shares — an estimated $21.7K sold.

Larson Financial Group first reported a position in PID in Q1 2020 and held it in 2 quarters. The position peaked at $21.7K in Q4 2022. 149 funds tracked by Wall St. Rank hold PID as of Q1 2023.

  • Larson Financial Group reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 1,300 Invesco International Dividend Achievers ETF shares in Q1 2023, an estimated $21.7K.
  • Larson Financial Group first reported a position in Invesco International Dividend Achievers ETF in Q1 2020 and held it in 2 quarters.
  • Larson Financial Group's Invesco International Dividend Achievers ETF position peaked at $21.7K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.