WWM
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Western Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Western Wealth 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
Q1 		– Sell
-13,833
Closed -$304K – 981
2025
Q4 		$304K Buy
13,833
+918
+7% +$19.9K 0.01% 655
2025
Q3 		$275K Buy
12,915
+121
+0.9% +$2.54K 0.01% 624
2025
Q2 		$262K Buy
12,794
+84
+0.7% +$1.66K 0.02% 595
2025
Q1 		$242K Sell
12,710
-298
-2% -$5.66K 0.02% 594
2024
Q4 		$238K Sell
13,008
-529
-4% -$10.2K 0.01% 673
2024
Q3 		$268K Sell
13,537
-2,472
-15% -$47.2K 0.02% 636
2024
Q2 		$287K Sell
16,009
-2,234
-12% -$40.6K 0.02% 516
2024
Q1 		$338K Sell
18,243
-149
-0.8% -$2.72K 0.03% 471
2023
Q4 		$339K Buy
18,392
+33
+0.2% +$565 0.02% 523
2023
Q3 		$307K Buy
18,359
+226
+1% +$4.01K 0.03% 505
2023
Q2 		$327K Buy
18,133
+649
+4% +$11.7K 0.03% 487
2023
Q1 		$312K Buy
17,484
+4,889
+39% +$85.7K 0.03% 486
2022
Q4 		$211K Buy
+12,595
New +$207K 0.02% 562

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
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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Western Wealth Management's PID Position: Q1 2026 in Review

Western Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2026, closing a stake of 13,833 shares — an estimated $304K sold.

Western Wealth Management first reported a position in PID in Q4 2022 and held it in 13 quarters. The position peaked at $339K in Q4 2023. 159 funds tracked by Wall St. Rank hold PID as of Q1 2026.

  • Western Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 13,833 Invesco International Dividend Achievers ETF shares in Q1 2026, an estimated $304K.
  • Western Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2022 and held it in 13 quarters.
  • Western Wealth Management's Invesco International Dividend Achievers ETF position peaked at $339K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.