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World Equity Group’s Invesco International Dividend Achievers ETF PID Stock Holding History

World Equity Group’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
2022
Q2 		– Sell
-36,025
Closed -$707K – 387
2022
Q1 		$707K Buy
+36,025
New +$680K 0.15% 165

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

World Equity Group's PID Position: Q2 2022 in Review

World Equity Group sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2022, closing a stake of 36,025 shares — an estimated $707K sold.

World Equity Group first reported a position in PID in Q1 2022 and held it in 1 quarter. The position peaked at $707K in Q1 2022. 123 funds tracked by Wall St. Rank hold PID as of Q2 2022.

  • World Equity Group reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 36,025 Invesco International Dividend Achievers ETF shares in Q2 2022, an estimated $707K.
  • World Equity Group first reported a position in Invesco International Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
  • World Equity Group's Invesco International Dividend Achievers ETF position peaked at $707K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.