Zimmermann Investment Management & Planning’s Invesco International Dividend Achievers ETF PID Stock Holding History

Zimmermann Investment Management & Planning’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
2023 Q2	–	Sell	-61,388	Closed	-$1.09M	–	118
2023 Q1	$1.09M	Sell	61,388 -256,718	-81%	-$4.5M	0.57%	42
2022 Q4	$5.32M	Buy	318,106 +17,264	+6%	+$284K	3.07%	12
2022 Q3	$4.59M	Buy	300,842 +269,171	+850%	+$4.62M	2.86%	13
2022 Q2	$542K	Buy	+31,671	New	+$587K	0.37%	56

Other funds holding PID

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

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Zimmermann Investment Management & Planning's PID Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2023, closing a stake of 61,388 shares — an estimated $1.09M sold.

Zimmermann Investment Management & Planning first reported a position in PID in Q2 2022 and held it in 4 quarters. The position peaked at $5.32M in Q4 2022. 143 funds tracked by Wall St. Rank hold PID as of Q2 2023.

Zimmermann Investment Management & Planning reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 61,388 Invesco International Dividend Achievers ETF shares in Q2 2023, an estimated $1.09M.
Zimmermann Investment Management & Planning first reported a position in Invesco International Dividend Achievers ETF in Q2 2022 and held it in 4 quarters.
Zimmermann Investment Management & Planning's Invesco International Dividend Achievers ETF position peaked at $5.32M in Q4 2022.
143 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.