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Oakworth Capital’s Invesco International Dividend Achievers ETF PID Stock Holding History

Oakworth Capital’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
Q2 		– Sell
-1,794
Closed -$34.2K – 689
2025
Q1 		$34.2K Hold
1,794
– – ﹤0.01% 403
2024
Q4 		$32.8K Buy
+1,794
New +$34.4K ﹤0.01% 411

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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Oakworth Capital's PID Position: Q2 2025 in Review

Oakworth Capital sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2025, closing a stake of 1,794 shares — an estimated $34.2K sold.

Oakworth Capital first reported a position in PID in Q4 2024 and held it in 2 quarters. The position peaked at $34.2K in Q1 2025. 152 funds tracked by Wall St. Rank hold PID as of Q2 2025.

  • Oakworth Capital reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Oakworth Capital sold 1,794 Invesco International Dividend Achievers ETF shares in Q2 2025, an estimated $34.2K.
  • Oakworth Capital first reported a position in Invesco International Dividend Achievers ETF in Q4 2024 and held it in 2 quarters.
  • Oakworth Capital's Invesco International Dividend Achievers ETF position peaked at $34.2K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2025.

Based on Oakworth Capital's 13F filing for Q2 2025, filed 17 Jul 2025.