B. Riley Wealth Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

B. Riley 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 Q1	–	Sell	-88,752	Closed	-$3.39M	–	1365
2020 Q4	$3.39M	Buy	88,752 +2,909	+3%	+$106K	0.18%	127
2020 Q3	$2.96M	Buy	85,843 +2,934	+4%	+$102K	0.16%	149
2020 Q2	$2.77M	Sell	82,909 -1,026	-1%	-$34K	0.19%	132
2020 Q1	$2.52M	Buy	83,935 +1,802	+2%	+$64.6K	0.21%	115
2019 Q4	$3.24M	Buy	82,133 +1,911	+2%	+$72.9K	0.28%	82
2019 Q3	$2.99M	Buy	+80,222	New	+$2.98M	0.29%	72

Other funds holding DJD

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

RJFSA

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

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

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

RJA

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

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

LFAS

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

B. Riley Wealth Advisors's DJD Position: Q1 2021 in Review

B. Riley Wealth Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2021, closing a stake of 88,752 shares — an estimated $3.39M sold.

B. Riley Wealth Advisors first reported a position in DJD in Q3 2019 and held it in 6 quarters. The position peaked at $3.39M in Q4 2020. 30 funds tracked by Wall St. Rank hold DJD as of Q1 2021.

B. Riley Wealth Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 88,752 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2021, an estimated $3.39M.
B. Riley Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2019 and held it in 6 quarters.
B. Riley Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $3.39M in Q4 2020.
30 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.