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SFG Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

SFG Wealth Management’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 		– Sell
-16,233
Closed -$357K – 125
2025
Q4 		$357K Buy
16,233
+335
+2% +$7.25K 0.14% 97
2025
Q3 		$338K Buy
+15,898
New +$334K 0.15% 102
2025
Q2 		– Sell
-31,796
Closed -$606K – 110
2025
Q1 		$606K Buy
+31,796
New +$604K 0.3% 64

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

SFG Wealth Management's PID Position: Q1 2026 in Review

SFG Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2026, closing a stake of 16,233 shares — an estimated $357K sold.

SFG Wealth Management first reported a position in PID in Q1 2025 and held it in 3 quarters. The position peaked at $606K in Q1 2025. 158 funds tracked by Wall St. Rank hold PID as of Q1 2026.

  • SFG Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 16,233 Invesco International Dividend Achievers ETF shares in Q1 2026, an estimated $357K.
  • SFG Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q1 2025 and held it in 3 quarters.
  • SFG Wealth Management's Invesco International Dividend Achievers ETF position peaked at $606K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.