Morton Capital Management
PID icon

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

Morton Capital 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
Q3 		$4.99M Sell
233,679
-2,868
-1% -$65K 0.6% 20
2026
Q2 		$5.25M Sell
236,547
-7,324
-3% -$167K 0.72% 17
2026
Q1 		$5.43M Sell
243,871
-1,373
-0.6% -$31.2K 0.81% 15
2025
Q4 		$5.4M Sell
245,244
-7,409
-3% -$160K 0.83% 15
2025
Q3 		$5.37M Sell
252,653
-3,600
-1% -$75.7K 0.88% 15
2025
Q2 		$5.25M Sell
256,253
-5,870
-2% -$116K 0.93% 13
2025
Q1 		$5M Sell
262,123
-985
-0.4% -$18.7K 0.97% 12
2024
Q4 		$4.82M Buy
263,108
+153,585
+140% +$2.95M 0.91% 14
2024
Q3 		$2.17M Sell
109,523
-37,000
-25% -$706K 0.43% 20
2024
Q2 		$2.63M Sell
146,523
-17,821
-11% -$324K 0.62% 16
2024
Q1 		$3.05M Buy
164,344
+516
+0.3% +$9.43K 0.82% 15
2023
Q4 		$3.02M Buy
163,828
+38,751
+31% +$663K 0.9% 14
2023
Q3 		$2.09M Sell
125,077
-32,233
-20% -$571K 0.74% 14
2023
Q2 		$2.84M Sell
157,310
-106,801
-40% -$1.93M 0.97% 13
2023
Q1 		$4.71M Sell
264,111
-29,909
-10% -$524K 1.67% 9
2022
Q4 		$4.92M Buy
+294,020
New +$4.84M 1.92% 8

Other funds holding PID

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cheviot Value Management
Cheviot Value Management Beverly Hills, California $1.03B AUM 18.09% 1-Year Est. Return

Morton Capital Management's PID Position: Q3 2026 in Review

Morton Capital Management reduced its Invesco International Dividend Achievers ETF (PID) stake by 1.2% in Q3 2026, selling an estimated $65K and leaving 233,679 shares worth $4.99M. The position accounts for 0.6% of the portfolio, ranked #20.

Morton Capital Management first reported a position in PID in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.43M in Q1 2026. 101 funds tracked by Wall St. Rank hold PID as of Q3 2026.

  • Morton Capital Management held 233,679 shares of Invesco International Dividend Achievers ETF worth $4.99M as of Q3 2026.
  • Morton Capital Management sold 2,868 Invesco International Dividend Achievers ETF shares in Q3 2026, an estimated $65K.
  • Invesco International Dividend Achievers ETF made up 0.6% of Morton Capital Management's portfolio in Q3 2026, its #20 holding.
  • Morton Capital Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and has held it in 16 quarters since.
  • Morton Capital Management's Invesco International Dividend Achievers ETF position peaked at $5.43M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.