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

Cetera 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	$1.51M	Buy	+31,362	New	+$1.46M	0.01%	955
2022 Q1	–	Sell	-4,849	Closed	-$220K	–	1443
2021 Q4	$220K	Buy	+4,849	New	+$214K	﹤0.01%	1271
2021 Q3	–	Sell	-4,999	Closed	-$220K	–	1428
2021 Q2	$220K	Sell	4,999 -4,460	-47%	-$197K	0.01%	1188
2021 Q1	$409K	Buy	9,459 +1,348	+17%	+$54.9K	0.01%	827
2020 Q4	$310K	Sell	8,111 -22	-0.3%	-$803	0.01%	818
2020 Q3	$280K	Buy	8,133 +1,472	+22%	+$51.2K	0.01%	755
2020 Q2	$223K	Buy	+6,661	New	+$220K	0.01%	811
2020 Q1	–	Sell	-6,460	Closed	-$256K	–	842
2019 Q4	$256K	Buy	+6,460	New	+$246K	0.01%	772
2019 Q2	–	Sell	-175	Closed	-$6K	–	977
2019 Q1	$6K	Buy	+175	New	+$6.18K	﹤0.01%	1167

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 $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

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

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

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Cetera Advisors's DJD Position: Q1 2024 in Review

Cetera Advisors opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2024: 31,362 shares worth $1.51M. The stake represents 0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in DJD as recently as Q4 2021.

Cetera Advisors first reported a position in DJD in Q1 2019 and has held it in 9 quarters since. 61 funds tracked by Wall St. Rank hold DJD as of Q1 2024.

Cetera Advisors held 31,362 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $1.51M as of Q1 2024.
Invesco Dow Jones Industrial Average Dividend ETF was a new Cetera Advisors position in Q1 2024.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #955 holding.
Cetera Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2019 and has held it in 9 quarters since.
61 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.