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

Spire 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
2022 Q1	–	Sell	-144	Closed	-$3K	–	2788
2021 Q4	$3K	Buy	144 +1	+0.7%	+$18	﹤0.01%	2711
2021 Q3	$3K	Buy	143 +1	+0.7%	+$18	﹤0.01%	2409
2021 Q2	$3K	Sell	142 -5,504	-97%	-$97.3K	﹤0.01%	2426
2021 Q1	$95K	Buy	+5,646	New	+$92.2K	﹤0.01%	1422

Other funds holding PID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWS

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spire Wealth Management's PID Position: Q1 2022 in Review

Spire Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2022, closing a stake of 144 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in PID in Q1 2021 and held it in 4 quarters. The position peaked at $95K in Q1 2021. 110 funds tracked by Wall St. Rank hold PID as of Q1 2022.

Spire Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 144 Invesco International Dividend Achievers ETF shares in Q1 2022, an estimated $3K.
Spire Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Invesco International Dividend Achievers ETF position peaked at $95K in Q1 2021.
110 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.