Nordwand Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Nordwand Advisors’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
2024 Q2	–	Sell	-3,185	Closed	-$59K	–	168
2024 Q1	$59K	Hold	3,185	–	–	0.02%	68
2023 Q4	$58.8K	Hold	3,185	–	–	0.02%	67
2023 Q3	$53.2K	Hold	3,185	–	–	0.01%	63
2023 Q2	$57.5K	Hold	3,185	–	–	0.01%	60
2023 Q1	$56.8K	Buy	+3,185	New	+$55.8K	0.01%	61

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

SWP

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

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

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

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

SLA

Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

Nordwand Advisors's PID Position: Q2 2024 in Review

Nordwand Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2024, closing a stake of 3,185 shares — an estimated $59K sold.

Nordwand Advisors first reported a position in PID in Q1 2023 and held it in 5 quarters. The position peaked at $59K in Q1 2024. 158 funds tracked by Wall St. Rank hold PID as of Q2 2024.

Nordwand Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Nordwand Advisors sold 3,185 Invesco International Dividend Achievers ETF shares in Q2 2024, an estimated $59K.
Nordwand Advisors first reported a position in Invesco International Dividend Achievers ETF in Q1 2023 and held it in 5 quarters.
Nordwand Advisors's Invesco International Dividend Achievers ETF position peaked at $59K in Q1 2024.
158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2024.

Based on Nordwand Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.