Realta Investment Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Realta Investment 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 Q4	–	Sell	-139	Closed	-$2.72K	–	391
2024 Q3	$2.72K	Sell	139 -498	-78%	-$9.5K	﹤0.01%	334
2024 Q2	$11.4K	Buy	637 +2	+0.3%	+$36	﹤0.01%	666
2024 Q1	$11.8K	Buy	+635	New	+$11.6K	﹤0.01%	685
2023 Q4	–	Sell	-632	Closed	-$11.4K	–	685
2023 Q3	$11.4K	Sell	632 -800	-56%	-$14.2K	﹤0.01%	668
2023 Q2	$25.8K	Buy	+1,432	New	+$25.8K	0.01%	631
2023 Q1	–	Sell	-1,430	Closed	-$23.9K	–	702
2022 Q4	$23.9K	Buy	1,430 +1	+0.1%	+$16	0.01%	630
2022 Q3	$22K	Buy	+1,429	New	+$24.6K	0.01%	613
2020 Q1	–	Sell	-415	Closed	-$7K	–	1084
2019 Q4	$7K	Hold	415	–	–	﹤0.01%	1250
2019 Q3	$7K	Buy	415 +1	+0.2%	+$16	﹤0.01%	1229
2019 Q2	$7K	Buy	414 +2	+0.5%	+$32	﹤0.01%	1266
2019 Q1	$7K	Buy	+412	New	+$6.38K	﹤0.01%	999

Other funds holding PID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 Zurich, Switzerland $666B AUM 30.12% 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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Realta Investment Advisors's PID Position: Q4 2024 in Review

Realta Investment Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2024, closing a stake of 139 shares — an estimated $2.72K sold.

Realta Investment Advisors first reported a position in PID in Q1 2019 and held it in 11 quarters. The position peaked at $25.8K in Q2 2023. 161 funds tracked by Wall St. Rank hold PID as of Q4 2024.

Realta Investment Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 139 Invesco International Dividend Achievers ETF shares in Q4 2024, an estimated $2.72K.
Realta Investment Advisors first reported a position in Invesco International Dividend Achievers ETF in Q1 2019 and held it in 11 quarters.
Realta Investment Advisors's Invesco International Dividend Achievers ETF position peaked at $25.8K in Q2 2023.
161 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.