PWA
PID icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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 $431B 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