PCG Wealth Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

PCG Wealth Advisors’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	-10,512	Closed	-$188K	–	127
2024 Q2	$188K	Sell	10,512 -5,498	-34%	-$100K	0.08%	114
2024 Q1	$297K	Sell	16,010 -3,013	-16%	-$55K	0.14%	87
2023 Q4	$351K	Sell	19,023 -5,218	-22%	-$89.3K	0.2%	76
2023 Q3	$405K	Sell	24,241 -1,031	-4%	-$18.3K	0.27%	66
2023 Q2	$456K	Sell	25,272 -5,570	-18%	-$100K	0.28%	68
2023 Q1	$550K	Buy	30,842 +6,861	+29%	+$120K	0.35%	60
2022 Q4	$401K	Buy	23,981 +3,906	+19%	+$64.3K	0.25%	74
2022 Q3	$305K	Buy	+20,075	New	+$345K	0.11%	99

Other funds holding PID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.62B AUM 21.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return

PCG Wealth Advisors's PID Position: Q3 2024 in Review

PCG Wealth Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2024, closing a stake of 10,512 shares — an estimated $188K sold.

PCG Wealth Advisors first reported a position in PID in Q3 2022 and held it in 8 quarters. The position peaked at $550K in Q1 2023. 150 funds tracked by Wall St. Rank hold PID as of Q3 2024.

PCG Wealth Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
PCG Wealth Advisors sold 10,512 Invesco International Dividend Achievers ETF shares in Q3 2024, an estimated $188K.
PCG Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q3 2022 and held it in 8 quarters.
PCG Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $550K in Q1 2023.
150 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2024.

Based on PCG Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.