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Oak Harbor Wealth Partners’s Invesco International Dividend Achievers ETF PID Stock Holding History

Oak Harbor Wealth Partners’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
2025
Q4 		– Sell
-187
Closed -$3.98K – 289
2025
Q3 		$3.98K Hold
187
– – ﹤0.01% 242
2025
Q2 		$3.83K Buy
+187
New +$3.7K ﹤0.01% 234
2024
Q2 		– Sell
-275
Closed -$5.1K – 227
2024
Q1 		$5.1K Hold
275
– – ﹤0.01% 218
2023
Q4 		$5.08K Buy
+275
New +$4.71K ﹤0.01% 220

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
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Oak Harbor Wealth Partners's PID Position: Q4 2025 in Review

Oak Harbor Wealth Partners sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2025, closing a stake of 187 shares — an estimated $3.98K sold.

Oak Harbor Wealth Partners first reported a position in PID in Q4 2023 and held it in 4 quarters. The position peaked at $5.1K in Q1 2024. 156 funds tracked by Wall St. Rank hold PID as of Q4 2025.

  • Oak Harbor Wealth Partners reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 187 Invesco International Dividend Achievers ETF shares in Q4 2025, an estimated $3.98K.
  • Oak Harbor Wealth Partners first reported a position in Invesco International Dividend Achievers ETF in Q4 2023 and held it in 4 quarters.
  • Oak Harbor Wealth Partners's Invesco International Dividend Achievers ETF position peaked at $5.1K in Q1 2024.
  • 156 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.