Belpointe Asset Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-2,226	Closed	-$95.2K	–	1255
2023 Q1	$95.2K	Hold	2,226	–	–	0.01%	1335
2022 Q4	$97.2K	Buy	+2,226	New	+$95.1K	0.01%	1260
2022 Q2	–	Sell	-3,526	Closed	-$163K	–	1164
2022 Q1	$163K	Buy	3,526 +750	+27%	+$34.1K	0.01%	990
2021 Q4	$126K	Sell	2,776 -620	-18%	-$27.4K	0.01%	1096
2021 Q3	$145K	Hold	3,396	–	–	0.01%	994
2021 Q2	$150K	Hold	3,396	–	–	0.01%	948
2021 Q1	$147K	Buy	+3,396	New	+$138K	0.01%	860

Other funds holding DJD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return