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Patriot Financial Group Insurance Agency’s Invesco International Dividend Achievers ETF PID Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-593
Closed -$11K – 2197
2021
Q4 		$11K Hold
593
– – ﹤0.01% 1463
2021
Q3 		$10K Hold
593
– – ﹤0.01% 1490
2021
Q2 		$10K Hold
593
– – ﹤0.01% 1451
2021
Q1 		$10K Hold
593
– – ﹤0.01% 1360
2020
Q4 		$9K Buy
+593
New +$8.42K ﹤0.01% 1266
2020
Q2 		– Sell
-2,915
Closed -$33K – 1797
2020
Q1 		$33K Sell
2,915
-670
-19% -$10.3K 0.02% 540
2019
Q4 		$61K Sell
3,585
-602
-14% -$9.85K 0.02% 439
2019
Q3 		$67K Sell
4,187
-799
-16% -$12.7K 0.03% 389
2019
Q2 		$82K Sell
4,986
-140
-3% -$2.27K 0.04% 348
2019
Q1 		$81K Hold
5,126
– – 0.04% 313
2018
Q4 		$72K Sell
5,126
-1,171
-19% -$17.5K 0.05% 269
2018
Q3 		$99K Buy
+6,297
New +$100K 0.06% 205
2018
Q2 		– Sell
-5,433
Closed -$85K – 835
2018
Q1 		$85K Sell
5,433
-384
-7% -$6.28K 0.06% 238
2017
Q4 		$99K Sell
5,817
-7,348
-56% -$118K 0.07% 214
2017
Q3 		$211K Buy
13,165
+49
+0.4% +$772 0.19% 102
2017
Q2 		$200K Sell
13,116
-498
-4% -$7.55K 0.21% 98
2017
Q1 		$204K Buy
13,614
+13,600
+97,143% +$202K 0.22% 86
2016
Q4 		$203K Buy
+14
New +$201 0.28% 71

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PID Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2022, closing a stake of 593 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in PID in Q4 2016 and held it in 18 quarters. The position peaked at $211K in Q3 2017. 110 funds tracked by Wall St. Rank hold PID as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 593 Invesco International Dividend Achievers ETF shares in Q1 2022, an estimated $11K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco International Dividend Achievers ETF in Q4 2016 and held it in 18 quarters.
  • Patriot Financial Group Insurance Agency's Invesco International Dividend Achievers ETF position peaked at $211K in Q3 2017.
  • 110 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.