OLVIG
PID icon

Oliver Lagore Vanvalin Investment Group’s Invesco International Dividend Achievers ETF PID Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023
Q2 		– Sell
-25
Closed -$446 – 827
2023
Q1 		$446 Buy
+25
New +$438 ﹤0.01% 650

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PID Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2023, closing a stake of 25 shares — an estimated $446 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in PID in Q1 2023 and held it in 1 quarter. The position peaked at $446 in Q1 2023. 143 funds tracked by Wall St. Rank hold PID as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 25 Invesco International Dividend Achievers ETF shares in Q2 2023, an estimated $446.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invesco International Dividend Achievers ETF in Q1 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Invesco International Dividend Achievers ETF position peaked at $446 in Q1 2023.
  • 143 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.