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WealthPLAN Partners’s Invesco International Dividend Achievers ETF PID Stock Holding History

WealthPLAN Partners’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
-1,112
Closed -$19.8K – 1365
2023
Q1 		$19.8K Buy
+1,112
New +$19.5K ﹤0.01% 731

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPLAN Partners's PID Position: Q2 2023 in Review

WealthPLAN Partners sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2023, closing a stake of 1,112 shares — an estimated $19.8K sold.

WealthPLAN Partners first reported a position in PID in Q1 2023 and held it in 1 quarter. The position peaked at $19.8K in Q1 2023. 143 funds tracked by Wall St. Rank hold PID as of Q2 2023.

  • WealthPLAN Partners reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,112 Invesco International Dividend Achievers ETF shares in Q2 2023, an estimated $19.8K.
  • WealthPLAN Partners first reported a position in Invesco International Dividend Achievers ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Invesco International Dividend Achievers ETF position peaked at $19.8K in Q1 2023.
  • 143 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.