WI
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Wintrust Investments’s Invesco International Dividend Achievers ETF PID Stock Holding History

Wintrust Investments’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
Q4 		$34K Sell
1,870
-2,459
-57% -$47.2K 0.03% 307
2024
Q3 		$85K Sell
4,329
-52,053
-92% -$993K 0.06% 232
2024
Q2 		$1.01M Sell
56,382
-3,654
-6% -$66.4K 0.08% 192
2024
Q1 		$1.11M Sell
60,036
-18,599
-24% -$340K 0.1% 175
2023
Q4 		$1.45M Buy
78,635
+1,704
+2% +$29.2K 0.14% 143
2023
Q3 		$1.29M Buy
76,931
+17,201
+29% +$305K 0.13% 146
2023
Q2 		$1.08M Sell
59,730
-32
-0.1% -$577 0.11% 162
2023
Q1 		$1.07M Sell
59,762
-2,110
-3% -$37K 0.14% 129
2022
Q4 		$1.03M Buy
61,872
+2,422
+4% +$39.8K 0.14% 136
2022
Q3 		$907K Sell
59,450
-23,950
-29% -$412K 0.11% 154
2022
Q2 		$1.43M Buy
+83,400
New +$1.55M 0.17% 113
2021
Q4 		– Sell
-10,700
Closed -$188K – 428
2021
Q3 		$188K Hold
10,700
– – 0.03% 266
2021
Q2 		$189K Hold
10,700
– – 0.02% 408
2021
Q1 		$178K Buy
+10,700
New +$175K 0.02% 390
2020
Q4 		– Sell
-10,700
Closed -$136K – 307
2020
Q3 		$136K Buy
10,700
+200
+2% +$2.59K 0.02% 345
2020
Q2 		$128K Sell
10,500
-1,250
-11% -$15.2K 0.02% 340
2020
Q1 		$133K Sell
11,750
-2,425
-17% -$37.1K 0.02% 318
2019
Q4 		$242K Hold
14,175
– – 0.03% 314
2019
Q3 		$227K Hold
14,175
– – 0.03% 323
2019
Q2 		$232K Sell
14,175
-7,250
-34% -$118K 0.04% 329
2019
Q1 		$340K Sell
21,425
-500
-2% -$7.75K 0.06% 256
2018
Q4 		$310K Sell
21,925
-38,573
-64% -$577K 0.06% 251
2018
Q3 		$952K Sell
60,498
-5,000
-8% -$79.4K 0.16% 126
2018
Q2 		$1.02M Buy
65,498
+325
+0.5% +$5.13K 0.18% 114
2018
Q1 		$1.03M Buy
65,173
+500
+0.8% +$8.17K 0.26% 80
2017
Q4 		$1.07M Buy
64,673
+2,000
+3% +$32.2K 0.25% 93
2017
Q3 		$1.01M Buy
62,673
+22,723
+57% +$358K 0.26% 89
2017
Q2 		$614K Buy
39,950
+7,500
+23% +$114K 0.16% 140
2017
Q1 		$488K Buy
32,450
+9,700
+43% +$144K 0.14% 169
2016
Q4 		$328K Buy
22,750
+5,400
+31% +$77.6K 0.14% 144
2016
Q3 		$256K Buy
+17,350
New +$251K 0.12% 161

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
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wintrust Investments's PID Position: Q4 2024 in Review

Wintrust Investments reduced its Invesco International Dividend Achievers ETF (PID) stake by 57% in Q4 2024, selling an estimated $47.2K and leaving 1,870 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #307.

Wintrust Investments first reported a position in PID in Q3 2016 and has held it in 31 quarters since. The position peaked at $1.45M in Q4 2023. 161 funds tracked by Wall St. Rank hold PID as of Q4 2024.

  • Wintrust Investments held 1,870 shares of Invesco International Dividend Achievers ETF worth $34K as of Q4 2024.
  • Wintrust Investments sold 2,459 Invesco International Dividend Achievers ETF shares in Q4 2024, an estimated $47.2K.
  • Invesco International Dividend Achievers ETF made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #307 holding.
  • Wintrust Investments first reported a position in Invesco International Dividend Achievers ETF in Q3 2016 and has held it in 31 quarters since.
  • Wintrust Investments's Invesco International Dividend Achievers ETF position peaked at $1.45M in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.