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

Schechter 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
2025 Q1	$196K	Hold	10,274	–	–	0.02%	558
2024 Q4	$188K	Sell	10,274 -1,030	-9%	-$19.8K	0.01%	581
2024 Q3	$224K	Hold	11,304	–	–	0.02%	564
2024 Q2	$203K	Hold	11,304	–	–	0.02%	564
2024 Q1	$210K	Hold	11,304	–	–	0.02%	577
2023 Q4	$209K	Sell	11,304 -1,313	-10%	-$22.5K	0.02%	559
2023 Q3	$211K	Buy	12,617 +1,848	+17%	+$32.8K	0.02%	536
2023 Q2	$194K	Buy	10,769 +12	+0.1%	+$216	0.02%	594
2023 Q1	$192K	Buy	+10,757	New	+$189K	0.02%	626

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Schechter Investment Advisors's PID Position: Q1 2025 in Review

Schechter Investment Advisors held its Invesco International Dividend Achievers ETF (PID) position steady in Q1 2025 at 10,274 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #558.

Schechter Investment Advisors first reported a position in PID in Q1 2023 and has held it in 9 quarters since. The position peaked at $224K in Q3 2024. 152 funds tracked by Wall St. Rank hold PID as of Q1 2025.

Schechter Investment Advisors held 10,274 shares of Invesco International Dividend Achievers ETF worth $196K as of Q1 2025.
Schechter Investment Advisors left its Invesco International Dividend Achievers ETF share count unchanged in Q1 2025.
Invesco International Dividend Achievers ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #558 holding.
Schechter Investment Advisors first reported a position in Invesco International Dividend Achievers ETF in Q1 2023 and has held it in 9 quarters since.
Schechter Investment Advisors's Invesco International Dividend Achievers ETF position peaked at $224K in Q3 2024.
152 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.