Cerity Partners
DJD icon

Cerity Partners’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Cerity Partners’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
Q3 		– Sell
-5,931
Closed -$253K – 1467
2023
Q2 		$253K Sell
5,931
-469
-7% -$20K ﹤0.01% 1447
2023
Q1 		$274K Buy
+6,400
New +$278K ﹤0.01% 1569

Other funds holding DJD

LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 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
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's DJD Position: Q3 2023 in Review

Cerity Partners sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q3 2023, closing a stake of 5,931 shares — an estimated $253K sold.

Cerity Partners first reported a position in DJD in Q1 2023 and held it in 2 quarters. The position peaked at $274K in Q1 2023. 58 funds tracked by Wall St. Rank hold DJD as of Q3 2023.

  • Cerity Partners reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Cerity Partners sold 5,931 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2023, an estimated $253K.
  • Cerity Partners first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2023 and held it in 2 quarters.
  • Cerity Partners's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $274K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.