Meridian Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Meridian Management’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
2023 Q4	–	Sell	-15,265	Closed	-$255K	–	102
2023 Q3	$255K	Sell	15,265 -448	-3%	-$7.94K	0.08%	84
2023 Q2	$284K	Buy	15,713 +185	+1%	+$3.33K	0.09%	82
2023 Q1	$277K	Buy	+15,528	New	+$272K	0.09%	80

Other funds holding PID

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Meridian Management's PID Position: Q4 2023 in Review

Meridian Management sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2023, closing a stake of 15,265 shares — an estimated $255K sold.

Meridian Management first reported a position in PID in Q1 2023 and held it in 3 quarters. The position peaked at $284K in Q2 2023. 158 funds tracked by Wall St. Rank hold PID as of Q4 2023.

Meridian Management reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
Meridian Management sold 15,265 Invesco International Dividend Achievers ETF shares in Q4 2023, an estimated $255K.
Meridian Management first reported a position in Invesco International Dividend Achievers ETF in Q1 2023 and held it in 3 quarters.
Meridian Management's Invesco International Dividend Achievers ETF position peaked at $284K in Q2 2023.
158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2023.

Based on Meridian Management's 13F filing for Q4 2023, filed 12 Feb 2024.