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Synergy Investment Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Synergy Investment 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
2026
Q2 		$3.31K Hold
149
– – ﹤0.01% 829
2026
Q1 		$3.31K Buy
+149
New +$3.39K ﹤0.01% 636
2025
Q1 		– Sell
-2,122
Closed -$38.9K – 651
2024
Q4 		$38.9K Buy
+2,122
New +$40.7K 0.02% 262

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Synergy Investment Management's PID Position: Q2 2026 in Review

Synergy Investment Management held its Invesco International Dividend Achievers ETF (PID) position steady in Q2 2026 at 149 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Synergy Investment Management first reported a position in PID in Q4 2024 and has held it in 3 quarters since. The position peaked at $38.9K in Q4 2024. 160 funds tracked by Wall St. Rank hold PID as of Q2 2026.

  • Synergy Investment Management held 149 shares of Invesco International Dividend Achievers ETF worth $3.31K as of Q2 2026.
  • Synergy Investment Management left its Invesco International Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco International Dividend Achievers ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #829 holding.
  • Synergy Investment Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Invesco International Dividend Achievers ETF position peaked at $38.9K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.