SI
PID icon

Saxon Interests’s Invesco International Dividend Achievers ETF PID Stock Holding History

Saxon Interests’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 		$444K Sell
19,946
-135
-0.7% -$3.07K 0.15% 151
2025
Q4 		$442K Buy
20,081
+6,831
+52% +$148K 0.15% 131
2025
Q3 		$283K Buy
+13,250
New +$279K 0.11% 165
2024
Q2 		– Sell
-14,315
Closed -$265K – 194
2024
Q1 		$265K Buy
+14,315
New +$262K 0.13% 148
2023
Q3 		– Sell
-56,612
Closed -$1.02M – 163
2023
Q2 		$1.02M Sell
56,612
-146
-0.3% -$2.63K 0.55% 58
2023
Q1 		$1.01M Buy
56,758
+32,020
+129% +$561K 0.57% 55
2022
Q4 		$427K Buy
+24,738
New +$407K 0.24% 102

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $666B 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 $5.84B 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