Acorn Wealth Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Acorn Wealth Advisors’s Portfolio DJD Stock Details DJD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,944	Closed	-$211K	–	185
2023 Q2	$211K	Buy	4,944 +118	+2%	+$5.02K	0.14%	165
2023 Q1	$206K	Buy	+4,826	New	+$209K	0.15%	159

Other funds holding DJD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Acorn Wealth Advisors's DJD Position: Q3 2023 in Review

Acorn Wealth Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q3 2023, closing a stake of 4,944 shares — an estimated $211K sold.

Acorn Wealth Advisors first reported a position in DJD in Q1 2023 and held it in 2 quarters. The position peaked at $211K in Q2 2023. 58 funds tracked by Wall St. Rank hold DJD as of Q3 2023.

Acorn Wealth Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q3 2023 after selling out during the quarter.
Acorn Wealth Advisors sold 4,944 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2023, an estimated $211K.
Acorn Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2023 and held it in 2 quarters.
Acorn Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $211K in Q2 2023.
58 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2023.

Based on Acorn Wealth Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.