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

Northwest Financial 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
Q4 		– Sell
-4,221
Closed -$83.5K – 410
2024
Q3 		$83.5K Buy
+4,221
New +$80.5K 0.07% 174
2024
Q1 		– Sell
-4,221
Closed -$77.9K – 392
2023
Q4 		$77.9K Buy
+4,221
New +$72.2K 0.07% 165

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwest Financial Advisors's PID Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2024, closing a stake of 4,221 shares — an estimated $83.5K sold.

Northwest Financial Advisors first reported a position in PID in Q4 2023 and held it in 2 quarters. The position peaked at $83.5K in Q3 2024. 161 funds tracked by Wall St. Rank hold PID as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 4,221 Invesco International Dividend Achievers ETF shares in Q4 2024, an estimated $83.5K.
  • Northwest Financial Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco International Dividend Achievers ETF position peaked at $83.5K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.