Strategic Wealth Partners
PID icon

Strategic Wealth Partners’s Invesco International Dividend Achievers ETF PID Stock Holding History

Strategic Wealth 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
Q3 		$21.2M Sell
993,564
-159,412
-14% -$3.61M 1.56% 12
2026
Q2 		$25.6M Buy
1,152,976
+37,791
+3% +$861K 1.58% 10
2026
Q1 		$24.8M Buy
1,115,185
+52,357
+5% +$1.19M 1.72% 10
2025
Q4 		$23.4M Buy
1,062,828
+103,887
+11% +$2.25M 1.6% 10
2025
Q3 		$20.4M Buy
958,941
+270
+0% +$5.68K 1.52% 10
2025
Q2 		$19.7M Buy
+958,671
New +$19M 1.55% 11
2024
Q4 		$18.4M Buy
951,747
+13,259
+1% +$255K 1.52% 9
2024
Q3 		$18.6M Buy
938,488
+32,724
+4% +$624K 1.78% 8
2024
Q2 		$16.2M Buy
905,764
+44,302
+5% +$806K 1.7% 10
2024
Q1 		$16M Buy
861,462
+66,630
+8% +$1.22M 1.75% 10
2023
Q4 		$14.7M Sell
794,832
-894
-0.1% -$15.3K 1.81% 10
2023
Q3 		$13.3M Buy
795,726
+40,888
+5% +$725K 1.75% 10
2023
Q2 		$13.6M Buy
754,838
+37,945
+5% +$684K 1.76% 10
2023
Q1 		$12.8M Buy
716,893
+131,868
+23% +$2.31M 1.96% 10
2022
Q4 		$9.8M Buy
+585,025
New +$9.6M 1.82% 9

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Strategic Wealth Partners's PID Position: Q3 2026 in Review

Strategic Wealth Partners reduced its Invesco International Dividend Achievers ETF (PID) stake by 14% in Q3 2026, selling an estimated $3.61M and leaving 993,564 shares worth $21.2M. The position accounts for 1.56% of the portfolio, ranked #12.

Strategic Wealth Partners first reported a position in PID in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.6M in Q2 2026. 135 funds tracked by Wall St. Rank hold PID as of Q3 2026.

  • Strategic Wealth Partners held 993,564 shares of Invesco International Dividend Achievers ETF worth $21.2M as of Q3 2026.
  • Strategic Wealth Partners sold 159,412 Invesco International Dividend Achievers ETF shares in Q3 2026, an estimated $3.61M.
  • Invesco International Dividend Achievers ETF made up 1.56% of Strategic Wealth Partners's portfolio in Q3 2026, its #12 holding.
  • Strategic Wealth Partners first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
  • Strategic Wealth Partners's Invesco International Dividend Achievers ETF position peaked at $25.6M in Q2 2026.
  • 135 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.