Cardiff Park Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Cardiff Park 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 Q2	–	Sell	-1,074	Closed	-$51.6K	–	338
2024 Q1	$51.6K	Buy	1,074 +10	+0.9%	+$466	﹤0.01%	308
2023 Q4	$49K	Buy	1,064 +9	+0.9%	+$383	0.01%	286
2023 Q3	$43.6K	Buy	+1,055	New	+$45.3K	0.01%	272

Other funds holding DJD

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

MFG

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cardiff Park Advisors's DJD Position: Q2 2024 in Review

Cardiff Park Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2024, closing a stake of 1,074 shares — an estimated $51.6K sold.

Cardiff Park Advisors first reported a position in DJD in Q3 2023 and held it in 3 quarters. The position peaked at $51.6K in Q1 2024. 61 funds tracked by Wall St. Rank hold DJD as of Q2 2024.

Cardiff Park Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q2 2024 after selling out during the quarter.
Cardiff Park Advisors sold 1,074 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2024, an estimated $51.6K.
Cardiff Park Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2023 and held it in 3 quarters.
Cardiff Park Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $51.6K in Q1 2024.
61 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2024.

Based on Cardiff Park Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.