WR Wealth Planners’s Invesco International Dividend Achievers ETF PID Stock Holding History

WR Wealth Planners’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	–	Sell	-225	Closed	-$4.45K	–	1164
2024 Q3	$4.45K	Hold	225	–	–	﹤0.01%	766
2024 Q2	$4.03K	Hold	225	–	–	﹤0.01%	757
2024 Q1	$4.17K	Buy	+225	New	+$4.11K	﹤0.01%	754
2023 Q4	–	Sell	-225	Closed	-$3.76K	–	666
2023 Q3	$3.76K	Hold	225	–	–	﹤0.01%	710
2023 Q2	$4.06K	Hold	225	–	–	﹤0.01%	706
2023 Q1	$4.01K	Buy	+225	New	+$3.94K	﹤0.01%	710

Other funds holding PID

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

WR Wealth Planners's PID Position: Q4 2024 in Review

WR Wealth Planners sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2024, closing a stake of 225 shares — an estimated $4.45K sold.

WR Wealth Planners first reported a position in PID in Q1 2023 and held it in 6 quarters. The position peaked at $4.45K in Q3 2024. 161 funds tracked by Wall St. Rank hold PID as of Q4 2024.

WR Wealth Planners reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 225 Invesco International Dividend Achievers ETF shares in Q4 2024, an estimated $4.45K.
WR Wealth Planners first reported a position in Invesco International Dividend Achievers ETF in Q1 2023 and held it in 6 quarters.
WR Wealth Planners's Invesco International Dividend Achievers ETF position peaked at $4.45K in Q3 2024.
161 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.