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Legacy Financial Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Legacy Financial 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 		$857K Sell
38,518
-1,888
-5% -$43K 0.12% 155
2025
Q4 		$889K Sell
40,406
-465
-1% -$10.1K 0.12% 137
2025
Q3 		$869K Sell
40,871
-247
-0.6% -$5.2K 0.12% 155
2025
Q2 		$843K Buy
41,118
+3,571
+10% +$70.6K 0.13% 131
2025
Q1 		$716K Sell
37,547
-9,165
-20% -$174K 0.12% 147
2024
Q4 		$855K Buy
46,712
+4,303
+10% +$82.6K 0.14% 116
2024
Q3 		$839K Sell
42,409
-1,320
-3% -$25.2K 0.14% 119
2024
Q2 		$784K Sell
43,729
-1,468
-3% -$26.7K 0.14% 117
2024
Q1 		$838K Sell
45,197
-2,474
-5% -$45.2K 0.15% 111
2023
Q4 		$880K Buy
+47,671
New +$816K 0.17% 90

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B 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 $5.82B 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