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Coastline Trust’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Coastline Trust’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
Q4 		– Sell
-447
Closed -$23.5K – 437
2024
Q3 		$23.5K Buy
+447
New +$22.3K ﹤0.01% 326

Other funds holding DJD

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

Coastline Trust's DJD Position: Q4 2024 in Review

Coastline Trust sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2024, closing a stake of 447 shares — an estimated $23.5K sold.

Coastline Trust first reported a position in DJD in Q3 2024 and held it in 1 quarter. The position peaked at $23.5K in Q3 2024. 67 funds tracked by Wall St. Rank hold DJD as of Q4 2024.

  • Coastline Trust reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Coastline Trust sold 447 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2024, an estimated $23.5K.
  • Coastline Trust first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Coastline Trust's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $23.5K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2024.

Based on Coastline Trust's 13F filing for Q4 2024, filed 13 Feb 2025.