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

Modern Wealth 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
2026 Q2	$14.1M	Sell	633,789 -205,073	-24%	-$4.67M	0.17%	144
2026 Q1	$18.7M	Sell	838,862 -107,284	-11%	-$2.44M	0.32%	81
2025 Q4	$20.8M	Sell	946,146 -86,587	-8%	-$1.87M	0.38%	68
2025 Q3	$22M	Buy	1,032,733 +24,655	+2%	+$519K	0.43%	63
2025 Q2	$20.7M	Buy	+1,008,078	New	+$19.9M	0.51%	48

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Modern Wealth Management's PID Position: Q2 2026 in Review

Modern Wealth Management reduced its Invesco International Dividend Achievers ETF (PID) stake by 24% in Q2 2026, selling an estimated $4.67M and leaving 633,789 shares worth $14.1M. The position accounts for 0.17% of the portfolio, ranked #144.

Modern Wealth Management first reported a position in PID in Q2 2025 and has held it in 5 quarters since. The position peaked at $22M in Q3 2025. 160 funds tracked by Wall St. Rank hold PID as of Q2 2026.

Modern Wealth Management held 633,789 shares of Invesco International Dividend Achievers ETF worth $14.1M as of Q2 2026.
Modern Wealth Management sold 205,073 Invesco International Dividend Achievers ETF shares in Q2 2026, an estimated $4.67M.
Invesco International Dividend Achievers ETF made up 0.17% of Modern Wealth Management's portfolio in Q2 2026, its #144 holding.
Modern Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
Modern Wealth Management's Invesco International Dividend Achievers ETF position peaked at $22M in Q3 2025.
160 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.