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

Fairfield 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
2025
Q1 		– Sell
-635
Closed -$32.2K – 107
2024
Q4 		$32.2K Hold
635
– – 0.01% 146
2024
Q3 		$33.4K Hold
635
– – 0.01% 159
2024
Q2 		$30.1K Buy
+635
New +$30.1K 0.01% 156
2023
Q4 		$29.2K Hold
635
– – 0.01% 181
2023
Q3 		$26.3K Hold
635
– – 0.01% 171
2023
Q2 		$27.1K Hold
635
– – 0.01% 174
2023
Q1 		$26.9K Buy
+635
New +$27.6K 0.01% 178

Other funds holding DJD

LPL Financial
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
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 $1.37T AUM 24.88% 1-Year Est. Return
IWC
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return