American Portfolios Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

American Portfolios 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
2022 Q3	$272K	Sell	7,266 -697	-9%	-$29.3K	0.01%	894
2022 Q2	$336K	Buy	7,963 +328	+4%	+$14.8K	0.01%	830
2022 Q1	$352K	Buy	7,635 +341	+5%	+$15.5K	0.01%	894
2021 Q4	$331K	Sell	7,294 -155	-2%	-$6.84K	0.01%	917
2021 Q3	$318K	Buy	7,449 +420	+6%	+$18.5K	0.01%	907
2021 Q2	$309K	Buy	7,029 +2,800	+66%	+$124K	0.01%	940
2021 Q1	$183K	Sell	4,229 -116	-3%	-$4.72K	0.01%	1063
2020 Q4	$166K	Sell	4,345 -150	-3%	-$5.47K	0.01%	959
2020 Q3	$155K	Sell	4,495 -473	-10%	-$16.4K	0.01%	902
2020 Q2	$166K	Sell	4,968 -540	-10%	-$17.9K	0.01%	802
2020 Q1	$165K	Buy	5,508 +1,193	+28%	+$42.8K	0.01%	711
2019 Q4	$170K	Buy	4,315 +356	+9%	+$13.6K	0.01%	806
2019 Q3	$147K	Sell	3,959 -185	-4%	-$6.87K	0.01%	820
2019 Q2	$153K	Buy	4,144 +733	+21%	+$26.8K	0.01%	816
2019 Q1	$124K	Buy	+3,411	New	+$120K	0.01%	803

Other funds holding DJD

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

MAG

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MFG

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

American Portfolios Advisors's DJD Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 8.8% in Q3 2022, selling an estimated $29.3K and leaving 7,266 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #894.

American Portfolios Advisors first reported a position in DJD in Q1 2019 and has held it in 15 quarters since. The position peaked at $352K in Q1 2022. 53 funds tracked by Wall St. Rank hold DJD as of Q3 2022.

American Portfolios Advisors held 7,266 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $272K as of Q3 2022.
American Portfolios Advisors sold 697 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2022, an estimated $29.3K.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #894 holding.
American Portfolios Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $352K in Q1 2022.
53 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.