Apella Capital’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Apella Capital’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
2025 Q1	–	Sell	-5,673	Closed	-$288K	–	389
2024 Q4	$288K	Hold	5,673	–	–	0.01%	289
2024 Q3	$296K	Hold	5,673	–	–	0.01%	274
2024 Q2	$268K	Buy	+5,673	New	+$269K	0.01%	271

Other funds holding DJD

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 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 $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RPGNY

Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

Apella Capital's DJD Position: Q1 2025 in Review

Apella Capital sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2025, closing a stake of 5,673 shares — an estimated $288K sold.

Apella Capital first reported a position in DJD in Q2 2024 and held it in 3 quarters. The position peaked at $296K in Q3 2024. 66 funds tracked by Wall St. Rank hold DJD as of Q1 2025.

Apella Capital reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2025 after selling out during the quarter.
Apella Capital sold 5,673 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2025, an estimated $288K.
Apella Capital first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2024 and held it in 3 quarters.
Apella Capital's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $296K in Q3 2024.
66 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2025.

Based on Apella Capital's 13F filing for Q1 2025, filed 10 Apr 2025.