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Newbridge Financial Services Group’s Invesco International Dividend Achievers ETF PID Stock Holding History

Newbridge Financial Services Group’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
2022
Q2 		– Sell
-500
Closed -$10K – 1482
2022
Q1 		$10K Hold
500
– – ﹤0.01% 942
2021
Q4 		$9K Hold
500
– – ﹤0.01% 939
2021
Q3 		$9K Buy
+500
New +$8.89K 0.01% 906

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Newbridge Financial Services Group's PID Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2022, closing a stake of 500 shares — an estimated $10K sold.

Newbridge Financial Services Group first reported a position in PID in Q3 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 123 funds tracked by Wall St. Rank hold PID as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 Invesco International Dividend Achievers ETF shares in Q2 2022, an estimated $10K.
  • Newbridge Financial Services Group first reported a position in Invesco International Dividend Achievers ETF in Q3 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's Invesco International Dividend Achievers ETF position peaked at $10K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.