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

DHJJ Financial 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
Q3 		– Sell
-150
Closed -$7.1K – 881
2024
Q2 		$7.1K Buy
+150
New +$7.1K ﹤0.01% 486

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 $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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

DHJJ Financial Advisors's DJD Position: Q3 2024 in Review

DHJJ Financial Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q3 2024, closing a stake of 150 shares — an estimated $7.1K sold.

DHJJ Financial Advisors first reported a position in DJD in Q2 2024 and held it in 1 quarter. The position peaked at $7.1K in Q2 2024. 60 funds tracked by Wall St. Rank hold DJD as of Q3 2024.

  • DHJJ Financial Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • DHJJ Financial Advisors sold 150 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2024, an estimated $7.1K.
  • DHJJ Financial Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2024 and held it in 1 quarter.
  • DHJJ Financial Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $7.1K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2024.

Based on DHJJ Financial Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.