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

SVB Wealth’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
2023 Q2	–	Sell	-65,123	Closed	-$1.16M	–	985
2023 Q1	$1.16M	Hold	65,123	–	–	0.02%	347
2022 Q4	$1.09M	Buy	+65,123	New	+$1.07M	0.01%	382

Other funds holding PID

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

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

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SVB Wealth's PID Position: Q2 2023 in Review

SVB Wealth sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2023, closing a stake of 65,123 shares — an estimated $1.16M sold.

SVB Wealth first reported a position in PID in Q4 2022 and held it in 2 quarters. The position peaked at $1.16M in Q1 2023. 143 funds tracked by Wall St. Rank hold PID as of Q2 2023.

SVB Wealth reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
SVB Wealth sold 65,123 Invesco International Dividend Achievers ETF shares in Q2 2023, an estimated $1.16M.
SVB Wealth first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and held it in 2 quarters.
SVB Wealth's Invesco International Dividend Achievers ETF position peaked at $1.16M in Q1 2023.
143 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.