PWP
PID icon

Principle Wealth Partners’s Invesco International Dividend Achievers ETF PID Stock Holding History

Principle Wealth Partners’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
2026
Q1 		$851K Hold
38,262
– – 0.05% 180
2025
Q4 		$842K Hold
38,262
– – 0.05% 182
2025
Q3 		$814K Hold
38,262
– – 0.05% 179
2025
Q2 		$784K Hold
38,262
– – 0.05% 181
2025
Q1 		$730K Hold
38,262
– – 0.05% 185
2024
Q4 		$701K Hold
38,262
– – 0.05% 185
2024
Q3 		$757K Hold
38,262
– – 0.05% 182
2024
Q2 		$686K Hold
38,262
– – 0.05% 185
2024
Q1 		$709K Sell
38,262
-6,489
-15% -$119K 0.06% 183
2023
Q4 		$826K Hold
44,751
– – 0.07% 169
2023
Q3 		$748K Buy
+44,751
New +$793K 0.08% 166

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return