Avantax Advisory Services’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-6,918	Closed	-$302K	–	1497
2022 Q4	$302K	Sell	6,918 -527	-7%	-$22.5K	﹤0.01%	1102
2022 Q3	$279K	Buy	+7,445	New	+$313K	﹤0.01%	1042

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

MAG

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MFG

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

PAS

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

BFS

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

Avantax Advisory Services's DJD Position: Q1 2023 in Review

Avantax Advisory Services sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2023, closing a stake of 6,918 shares — an estimated $302K sold.

Avantax Advisory Services first reported a position in DJD in Q3 2022 and held it in 2 quarters. The position peaked at $302K in Q4 2022. 59 funds tracked by Wall St. Rank hold DJD as of Q1 2023.

Avantax Advisory Services reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2023 after selling out during the quarter.
Avantax Advisory Services sold 6,918 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2023, an estimated $302K.
Avantax Advisory Services first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2022 and held it in 2 quarters.
Avantax Advisory Services's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $302K in Q4 2022.
59 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.