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Magnolia Capital Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Magnolia Capital 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
2025
Q1 		– Sell
-18,171
Closed -$333K – 233
2024
Q4 		$333K Buy
+18,171
New +$349K 0.09% 187
2024
Q2 		– Sell
-19,210
Closed -$339K – 148
2024
Q1 		$339K Buy
+19,210
New +$351K 0.28% 74

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
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Magnolia Capital Advisors's PID Position: Q1 2025 in Review

Magnolia Capital Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2025, closing a stake of 18,171 shares — an estimated $333K sold.

Magnolia Capital Advisors first reported a position in PID in Q1 2024 and held it in 2 quarters. The position peaked at $339K in Q1 2024. 152 funds tracked by Wall St. Rank hold PID as of Q1 2025.

  • Magnolia Capital Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Magnolia Capital Advisors sold 18,171 Invesco International Dividend Achievers ETF shares in Q1 2025, an estimated $333K.
  • Magnolia Capital Advisors first reported a position in Invesco International Dividend Achievers ETF in Q1 2024 and held it in 2 quarters.
  • Magnolia Capital Advisors's Invesco International Dividend Achievers ETF position peaked at $339K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2025.

Based on Magnolia Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.