Atria Wealth Solutions’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-5,542	Closed	-$255K	–	1692
2022 Q1	$255K	Buy	+5,542	New	+$252K	﹤0.01%	1413

Other funds holding DJD

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

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

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

MFG

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

MAG

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

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

GLA

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

PAS

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

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

RJFSA

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

Atria Wealth Solutions's DJD Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2022, closing a stake of 5,542 shares — an estimated $255K sold.

Atria Wealth Solutions first reported a position in DJD in Q1 2022 and held it in 1 quarter. The position peaked at $255K in Q1 2022. 50 funds tracked by Wall St. Rank hold DJD as of Q2 2022.

Atria Wealth Solutions reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q2 2022 after selling out during the quarter.
Atria Wealth Solutions sold 5,542 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2022, an estimated $255K.
Atria Wealth Solutions first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2022 and held it in 1 quarter.
Atria Wealth Solutions's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $255K in Q1 2022.
50 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.