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

TCI Wealth Advisors’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	-674	Closed	-$12K	–	1657
2023 Q1	$12K	Hold	674	–	–	﹤0.01%	974
2022 Q4	$11.3K	Hold	674	–	–	﹤0.01%	990
2022 Q3	$10K	Hold	674	–	–	﹤0.01%	1027
2022 Q2	$12K	Sell	674 -126	-16%	-$2.33K	﹤0.01%	913
2022 Q1	$16K	Hold	800	–	–	﹤0.01%	803
2021 Q4	$15K	Hold	800	–	–	﹤0.01%	880
2021 Q3	$14K	Buy	+800	New	+$14.2K	﹤0.01%	881
2013 Q4	–	Sell	-440	Closed	-$8K	–	884
2013 Q3	$8K	Hold	440	–	–	0.01%	410
2013 Q2	$7K	Buy	+440	New	+$7.48K	0.01%	414

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

TCI Wealth Advisors's PID Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2023, closing a stake of 674 shares — an estimated $12K sold.

TCI Wealth Advisors first reported a position in PID in Q2 2013 and held it in 9 quarters. The position peaked at $16K in Q1 2022. 143 funds tracked by Wall St. Rank hold PID as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 674 Invesco International Dividend Achievers ETF shares in Q2 2023, an estimated $12K.
TCI Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q2 2013 and held it in 9 quarters.
TCI Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $16K in Q1 2022.
143 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.