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

Lenox 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
2021
Q3 		– Sell
-232
Closed -$4K – 769
2021
Q2 		$4K Buy
+232
New +$4.1K ﹤0.01% 592

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lenox Wealth Advisors's PID Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2021, closing a stake of 232 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in PID in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 96 funds tracked by Wall St. Rank hold PID as of Q3 2021.

  • Lenox Wealth Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 232 Invesco International Dividend Achievers ETF shares in Q3 2021, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q2 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $4K in Q2 2021.
  • 96 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.