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

Obermeyer 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
2024
Q3 		– Sell
-13,886
Closed -$249K – 272
2024
Q2 		$249K Buy
+13,886
New +$252K 0.01% 209

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
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

Obermeyer Wealth Partners's PID Position: Q3 2024 in Review

Obermeyer Wealth Partners sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2024, closing a stake of 13,886 shares — an estimated $249K sold.

Obermeyer Wealth Partners first reported a position in PID in Q2 2024 and held it in 1 quarter. The position peaked at $249K in Q2 2024. 150 funds tracked by Wall St. Rank hold PID as of Q3 2024.

  • Obermeyer Wealth Partners reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 13,886 Invesco International Dividend Achievers ETF shares in Q3 2024, an estimated $249K.
  • Obermeyer Wealth Partners first reported a position in Invesco International Dividend Achievers ETF in Q2 2024 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Invesco International Dividend Achievers ETF position peaked at $249K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2024, filed 5 Nov 2024.