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

Arkadios 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
2021 Q4	–	Sell	-195	Closed	-$8K	–	862
2021 Q3	$8K	Hold	195	–	–	﹤0.01%	1487
2021 Q2	$8K	Buy	+195	New	+$8.63K	﹤0.01%	1585

Other funds holding DJD

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

RJFSA

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

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

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's DJD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2021, closing a stake of 195 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in DJD in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 44 funds tracked by Wall St. Rank hold DJD as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 195 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2021, an estimated $8K.
Arkadios Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $8K in Q3 2021.
44 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.