Southland Equity Partners’s Invesco International Dividend Achievers ETF PID Stock Holding History

Southland Equity Partners’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	$1.17M	Sell	52,497 -1,318	-2%	-$30K	0.2%	90
2026 Q1	$1.2M	Sell	53,815 -1,082	-2%	-$24.6K	0.23%	81
2025 Q4	$1.21M	Sell	54,897 -426	-0.8%	-$9.22K	0.24%	79
2025 Q3	$1.18M	Sell	55,323 -155	-0.3%	-$3.26K	0.24%	76
2025 Q2	$1.14M	Sell	55,478 -884	-2%	-$17.5K	0.25%	71
2025 Q1	$1.07M	Sell	56,362 -320	-0.6%	-$6.08K	0.25%	72
2024 Q4	$1.04M	Sell	56,682 -146	-0.3%	-$2.8K	0.24%	72
2024 Q3	$1.12M	Sell	56,828 -89	-0.2%	-$1.7K	0.27%	66
2024 Q2	$1.02M	Sell	56,917 -177	-0.3%	-$3.22K	0.29%	63
2024 Q1	$1.06M	Sell	57,094 -257	-0.4%	-$4.7K	0.3%	59
2023 Q4	$1.06M	Sell	57,351 -692	-1%	-$11.8K	0.33%	50
2023 Q3	$970K	Sell	58,043 -769	-1%	-$13.6K	0.33%	51
2023 Q2	$1.06M	Sell	58,812 -632	-1%	-$11.4K	0.36%	51
2023 Q1	$1.06M	Buy	59,444 +700	+1%	+$12.3K	0.42%	49
2022 Q4	$982K	Buy	58,744 +41,931	+249%	+$690K	0.38%	44
2022 Q3	$256K	Buy	+16,813	New	+$289K	0.13%	124

Other funds holding PID

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

Wealth Enhancement Advisory Services

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

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return