Valeo Financial Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-340	Closed	-$6K	–	1447
2021 Q1	$6K	Hold	340	–	–	﹤0.01%	1518
2020 Q4	$5K	Hold	340	–	–	﹤0.01%	1372
2020 Q3	$4K	Hold	340	–	–	﹤0.01%	1307
2020 Q2	$4K	Hold	340	–	–	﹤0.01%	1605
2020 Q1	$4K	Hold	340	–	–	﹤0.01%	1363
2019 Q4	$6K	Hold	340	–	–	﹤0.01%	1242
2019 Q3	$5K	Hold	340	–	–	﹤0.01%	1202
2019 Q2	$6K	Hold	340	–	–	﹤0.01%	1164
2019 Q1	$5K	Hold	340	–	–	﹤0.01%	1180
2018 Q4	$5K	Hold	340	–	–	﹤0.01%	1088
2018 Q3	$5K	Hold	340	–	–	﹤0.01%	1205
2018 Q2	$5K	Sell	340 -31	-8%	-$489	﹤0.01%	1145
2018 Q1	$6K	Buy	+371	New	+$6.06K	﹤0.01%	1086

Other funds holding PID

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

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

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

RJFSA

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

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

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

SLA

Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Valeo Financial Advisors's PID Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2021, closing a stake of 340 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in PID in Q1 2018 and held it in 13 quarters. The position peaked at $6K in Q1 2021. 101 funds tracked by Wall St. Rank hold PID as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 340 Invesco International Dividend Achievers ETF shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in Invesco International Dividend Achievers ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Invesco International Dividend Achievers ETF position peaked at $6K in Q1 2021.
101 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.