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Sowell Financial Services’s Invesco International Dividend Achievers ETF PID Stock Holding History

Sowell Financial Services’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
2020
Q1 		– Sell
-720
Closed -$12K – 2627
2019
Q4 		$12K Buy
+720
New +$11.8K ﹤0.01% 1632
2017
Q1 		– Sell
-748
Closed -$11K – 499
2016
Q4 		$11K Buy
+748
New +$10.8K ﹤0.01% 478

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sowell Financial Services's PID Position: Q1 2020 in Review

Sowell Financial Services sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2020, closing a stake of 720 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in PID in Q4 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 112 funds tracked by Wall St. Rank hold PID as of Q1 2020.

  • Sowell Financial Services reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 720 Invesco International Dividend Achievers ETF shares in Q1 2020, an estimated $12K.
  • Sowell Financial Services first reported a position in Invesco International Dividend Achievers ETF in Q4 2016 and held it in 2 quarters.
  • Sowell Financial Services's Invesco International Dividend Achievers ETF position peaked at $12K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.