Prospera Financial Services’s Invesco International Dividend Achievers ETF PID Stock Holding History

Prospera Financial Services’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	-19,999	Closed	-$369K	–	1129
2023 Q4	$369K	Sell	19,999 -46	-0.2%	-$787	0.01%	761
2023 Q3	$335K	Buy	20,045 +14	+0.1%	+$248	0.01%	762
2023 Q2	$362K	Sell	20,031 -165	-0.8%	-$2.97K	0.01%	717
2023 Q1	$360K	Buy	20,196 +515	+3%	+$9.03K	0.01%	720
2022 Q4	$329K	Buy	+19,681	New	+$324K	0.02%	668
2022 Q2	–	Sell	-1,711	Closed	-$34K	–	2327
2022 Q1	$34K	Buy	+1,711	New	+$32.3K	﹤0.01%	1530
2021 Q1	–	Sell	-14,282	Closed	-$219K	–	772
2020 Q4	$219K	Buy	14,282 +7	+0%	+$99	0.02%	627
2020 Q3	$181K	Buy	14,275 +7	+0%	+$91	0.07%	256
2020 Q2	$174K	Buy	14,268 +20	+0.1%	+$243	0.02%	547
2020 Q1	$162K	Buy	14,248 +8	+0.1%	+$122	0.02%	481
2019 Q4	$243K	Buy	+14,240	New	+$233K	0.02%	523

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

Prospera Financial Services's PID Position: Q1 2024 in Review

Prospera Financial Services sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2024, closing a stake of 19,999 shares — an estimated $369K sold.

Prospera Financial Services first reported a position in PID in Q4 2019 and held it in 11 quarters. The position peaked at $369K in Q4 2023. 156 funds tracked by Wall St. Rank hold PID as of Q1 2024.

Prospera Financial Services reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
Prospera Financial Services sold 19,999 Invesco International Dividend Achievers ETF shares in Q1 2024, an estimated $369K.
Prospera Financial Services first reported a position in Invesco International Dividend Achievers ETF in Q4 2019 and held it in 11 quarters.
Prospera Financial Services's Invesco International Dividend Achievers ETF position peaked at $369K in Q4 2023.
156 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.