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Trademark Financial Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Trademark Financial 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
2024
Q2 		– Sell
-18,685
Closed -$346K – 89
2024
Q1 		$346K Sell
18,685
-5,645
-23% -$103K 0.29% 64
2023
Q4 		$449K Buy
+24,330
New +$416K 0.33% 64

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

Trademark Financial Management's PID Position: Q2 2024 in Review

Trademark Financial Management sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2024, closing a stake of 18,685 shares — an estimated $346K sold.

Trademark Financial Management first reported a position in PID in Q4 2023 and held it in 2 quarters. The position peaked at $449K in Q4 2023. 158 funds tracked by Wall St. Rank hold PID as of Q2 2024.

  • Trademark Financial Management reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Trademark Financial Management sold 18,685 Invesco International Dividend Achievers ETF shares in Q2 2024, an estimated $346K.
  • Trademark Financial Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2023 and held it in 2 quarters.
  • Trademark Financial Management's Invesco International Dividend Achievers ETF position peaked at $449K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2024.

Based on Trademark Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.