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 Q2	$771K	Sell	34,717 -3,801	-10%	-$86.6K	0.09%	168
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Legacy Financial Advisors's PID Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Invesco International Dividend Achievers ETF (PID) stake by 9.9% in Q2 2026, selling an estimated $86.6K and leaving 34,717 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #168.

Legacy Financial Advisors first reported a position in PID in Q4 2023 and has held it in 11 quarters since. The position peaked at $889K in Q4 2025. 160 funds tracked by Wall St. Rank hold PID as of Q2 2026.

Legacy Financial Advisors held 34,717 shares of Invesco International Dividend Achievers ETF worth $771K as of Q2 2026.
Legacy Financial Advisors sold 3,801 Invesco International Dividend Achievers ETF shares in Q2 2026, an estimated $86.6K.
Invesco International Dividend Achievers ETF made up 0.09% of Legacy Financial Advisors's portfolio in Q2 2026, its #168 holding.
Legacy Financial Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Financial Advisors's Invesco International Dividend Achievers ETF position peaked at $889K in Q4 2025.
160 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.