Woodmont Investment Counsel’s Invesco International Dividend Achievers ETF PID Stock Holding History

Woodmont Investment Counsel’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	-750	Closed	-$13.9K	–	326
2024 Q1	$13.9K	Buy	+750	New	+$13.7K	﹤0.01%	327
2016 Q4	–	Sell	-3,300	Closed	-$49K	–	494
2016 Q3	$49K	Buy	+3,300	New	+$47.6K	0.01%	269
2016 Q2	–	Sell	-3,300	Closed	-$46K	–	382
2016 Q1	$46K	Hold	3,300	–	–	0.01%	269
2015 Q4	$45K	Hold	3,300	–	–	0.01%	276
2015 Q3	$48K	Sell	3,300 -2,000	-38%	-$31.7K	0.01%	262
2015 Q2	$91K	Buy	+5,300	New	+$95.8K	0.03%	221

Other funds holding PID

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return

Woodmont Investment Counsel's PID Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2024, closing a stake of 750 shares — an estimated $13.9K sold.

Woodmont Investment Counsel first reported a position in PID in Q2 2015 and held it in 6 quarters. The position peaked at $91K in Q2 2015. 158 funds tracked by Wall St. Rank hold PID as of Q2 2024.

Woodmont Investment Counsel reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 750 Invesco International Dividend Achievers ETF shares in Q2 2024, an estimated $13.9K.
Woodmont Investment Counsel first reported a position in Invesco International Dividend Achievers ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's Invesco International Dividend Achievers ETF position peaked at $91K in Q2 2015.
158 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.