MassMutual Private Wealth & Trust’s Invesco International Dividend Achievers ETF PID Stock Holding History

MassMutual Private Wealth & Trust’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	-213	Closed	-$3.9K	–	2453
2024 Q4	$3.9K	Buy	+213	New	+$4.09K	﹤0.01%	1622
2015 Q2	–	Sell	-3,932	Closed	-$68.6K	–	802
2015 Q1	$68.6K	Sell	3,932 -3,500	-47%	-$62K	0.01%	348
2014 Q4	$130K	Buy	+7,432	New	+$134K	0.04%	204

Other funds holding PID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's PID Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2025, closing a stake of 213 shares — an estimated $3.9K sold.

MassMutual Private Wealth & Trust first reported a position in PID in Q4 2014 and held it in 3 quarters. The position peaked at $130K in Q4 2014. 152 funds tracked by Wall St. Rank hold PID as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 213 Invesco International Dividend Achievers ETF shares in Q1 2025, an estimated $3.9K.
MassMutual Private Wealth & Trust first reported a position in Invesco International Dividend Achievers ETF in Q4 2014 and held it in 3 quarters.
MassMutual Private Wealth & Trust's Invesco International Dividend Achievers ETF position peaked at $130K in Q4 2014.
152 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.