SimpliFi Inc’s Invesco International Dividend Achievers ETF PID Stock Holding History

SimpliFi Inc’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	$512K	Buy	23,063 +319	+1%	+$7.26K	0.2%	27
2026 Q1	$506K	Buy	22,744 +205	+0.9%	+$4.67K	0.21%	26
2025 Q4	$496K	Buy	22,539 +120	+0.5%	+$2.6K	0.21%	26
2025 Q3	$477K	Buy	22,419 +181	+0.8%	+$3.81K	0.2%	29
2025 Q2	$456K	Buy	22,238 +283	+1%	+$5.6K	0.2%	32
2025 Q1	$419K	Buy	21,955 +190	+0.9%	+$3.61K	0.19%	33
2024 Q4	$399K	Buy	21,765 +109	+0.5%	+$2.09K	0.18%	36
2024 Q3	$428K	Buy	21,656 +229	+1%	+$4.37K	0.19%	35
2024 Q2	$384K	Buy	21,427 +271	+1%	+$4.93K	0.18%	36
2024 Q1	$392K	Buy	21,156 +311	+1%	+$5.68K	0.18%	32
2023 Q4	$348K	Hold	20,845	–	–	0.17%	29
2023 Q3	$348K	Buy	20,845 +207	+1%	+$3.67K	0.17%	29
2023 Q2	$373K	Buy	20,638 +8,446	+69%	+$152K	0.18%	30
2023 Q1	$217K	Buy	+12,192	New	+$214K	0.11%	34

Other funds holding PID

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

AWM

AAF Wealth Management Westborough, Massachusetts $271M AUM 24.26% 1-Year Est. Return

SimpliFi Inc's PID Position: Q2 2026 in Review

SimpliFi Inc increased its Invesco International Dividend Achievers ETF (PID) stake by 1.4% in Q2 2026, buying an estimated $7.26K and bringing the position to 23,063 shares worth $512K. The position accounts for 0.2% of the portfolio, ranked #27.

SimpliFi Inc first reported a position in PID in Q1 2023 and has held it in 14 quarters since. 65 funds tracked by Wall St. Rank hold PID as of Q2 2026.

SimpliFi Inc held 23,063 shares of Invesco International Dividend Achievers ETF worth $512K as of Q2 2026.
SimpliFi Inc bought 319 Invesco International Dividend Achievers ETF shares in Q2 2026, an estimated $7.26K.
Invesco International Dividend Achievers ETF made up 0.2% of SimpliFi Inc's portfolio in Q2 2026, its #27 holding.
SimpliFi Inc first reported a position in Invesco International Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
65 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.