Pathway Financial Advisers’s Invesco International Dividend Achievers ETF PID Stock Holding History

Pathway Financial Advisers’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 Q1	–	Sell	-684	Closed	-$12.6K	–	488
2023 Q4	$12.6K	Buy	684 +1	+0.1%	+$17	﹤0.01%	336
2023 Q3	$11.4K	Buy	+683	New	+$12.1K	﹤0.01%	348
2023 Q1	$12.1K	Buy	678 +3	+0.4%	+$53	﹤0.01%	358
2022 Q4	$11.3K	Buy	+675	New	+$11.1K	﹤0.01%	401

Other funds holding PID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathway Financial Advisers's PID Position: Q1 2024 in Review

Pathway Financial Advisers sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2024, closing a stake of 684 shares — an estimated $12.6K sold.

Pathway Financial Advisers first reported a position in PID in Q4 2022 and held it in 4 quarters. The position peaked at $12.6K in Q4 2023. 156 funds tracked by Wall St. Rank hold PID as of Q1 2024.

Pathway Financial Advisers reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
Pathway Financial Advisers sold 684 Invesco International Dividend Achievers ETF shares in Q1 2024, an estimated $12.6K.
Pathway Financial Advisers first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and held it in 4 quarters.
Pathway Financial Advisers's Invesco International Dividend Achievers ETF position peaked at $12.6K in Q4 2023.
156 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.