BBJS Financial Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

BBJS Financial 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
2024 Q1	–	Sell	-5,000	Closed	-$230K	–	139
2023 Q4	$230K	Sell	5,000 -1,700	-25%	-$72.4K	0.08%	48
2023 Q3	$277K	Buy	+6,700	New	+$288K	0.11%	45

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 $524M AUM 15.38% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

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

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

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

BBJS Financial Advisors's DJD Position: Q1 2024 in Review

BBJS Financial Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2024, closing a stake of 5,000 shares — an estimated $230K sold.

BBJS Financial Advisors first reported a position in DJD in Q3 2023 and held it in 2 quarters. The position peaked at $277K in Q3 2023. 61 funds tracked by Wall St. Rank hold DJD as of Q1 2024.

BBJS Financial Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2024 after selling out during the quarter.
BBJS Financial Advisors sold 5,000 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2024, an estimated $230K.
BBJS Financial Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2023 and held it in 2 quarters.
BBJS Financial Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $277K in Q3 2023.
61 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2024.

Based on BBJS Financial Advisors's 13F filing for Q1 2024, filed 6 May 2024.