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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
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.