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 $377B AUM 19.32% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Bank of America

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

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Commonwealth Equity Services

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return