MCM
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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
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

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
AWM
AAF Wealth Management Westborough, Massachusetts $271M AUM 24.26% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Morton Capital Management's PID Position: Q2 2026 in Review

Morton Capital Management reduced its Invesco International Dividend Achievers ETF (PID) stake by 3% in Q2 2026, selling an estimated $167K and leaving 236,547 shares worth $5.25M. The position accounts for 0.72% of the portfolio, ranked #17.

Morton Capital Management first reported a position in PID in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.43M in Q1 2026. 39 funds tracked by Wall St. Rank hold PID as of Q2 2026.

  • Morton Capital Management held 236,547 shares of Invesco International Dividend Achievers ETF worth $5.25M as of Q2 2026.
  • Morton Capital Management sold 7,324 Invesco International Dividend Achievers ETF shares in Q2 2026, an estimated $167K.
  • Invesco International Dividend Achievers ETF made up 0.72% of Morton Capital Management's portfolio in Q2 2026, its #17 holding.
  • Morton Capital Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
  • Morton Capital Management's Invesco International Dividend Achievers ETF position peaked at $5.43M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.