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Root Financial Partners’s Invesco International Dividend Achievers ETF PID Stock Holding History

Root Financial 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
Q2 		– Sell
-2,952
Closed -$65.7K – 2406
2026
Q1 		$65.7K Hold
2,952
– – ﹤0.01% 743
2025
Q4 		$64.9K Hold
2,952
– – ﹤0.01% 617
2025
Q3 		$62.8K Buy
+2,952
New +$62.1K ﹤0.01% 591

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Root Financial Partners's PID Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2026, closing a stake of 2,952 shares — an estimated $65.7K sold.

Root Financial Partners first reported a position in PID in Q3 2025 and held it in 3 quarters. The position peaked at $65.7K in Q1 2026. 159 funds tracked by Wall St. Rank hold PID as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,952 Invesco International Dividend Achievers ETF shares in Q2 2026, an estimated $65.7K.
  • Root Financial Partners first reported a position in Invesco International Dividend Achievers ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invesco International Dividend Achievers ETF position peaked at $65.7K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.