Simplicity Solutions’s Invesco International Dividend Achievers ETF PID Stock Holding History

Simplicity Solutions’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
2021 Q2	–	Sell	-55,248	Closed	-$922K	–	559
2021 Q1	$922K	Sell	55,248 -17,251	-24%	-$282K	0.2%	109
2020 Q4	$1.11M	Sell	72,499 -1,181	-2%	-$16.8K	0.02%	510
2020 Q3	$935K	Buy	73,680 +3,457	+5%	+$44.8K	0.02%	495
2020 Q2	$855K	Buy	+70,223	New	+$852K	0.02%	508

Other funds holding PID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Solutions's PID Position: Q2 2021 in Review

Simplicity Solutions sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2021, closing a stake of 55,248 shares — an estimated $922K sold.

Simplicity Solutions first reported a position in PID in Q2 2020 and held it in 4 quarters. The position peaked at $1.11M in Q4 2020. 101 funds tracked by Wall St. Rank hold PID as of Q2 2021.

Simplicity Solutions reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
Simplicity Solutions sold 55,248 Invesco International Dividend Achievers ETF shares in Q2 2021, an estimated $922K.
Simplicity Solutions first reported a position in Invesco International Dividend Achievers ETF in Q2 2020 and held it in 4 quarters.
Simplicity Solutions's Invesco International Dividend Achievers ETF position peaked at $1.11M in Q4 2020.
101 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2021.

Based on Simplicity Solutions's 13F filing for Q2 2021, filed 1 Sep 2021.