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Focus Financial Network’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Focus Financial Network’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 		– Sell
-16,255
Closed -$748K – 653
2023
Q4 		$748K Buy
+16,255
New +$692K 0.03% 370
2022
Q1 		– Sell
-19,825
Closed -$900K – 528
2021
Q4 		$900K Buy
19,825
+2,646
+15% +$117K 0.13% 144
2021
Q3 		$733K Buy
17,179
+1,544
+10% +$67.9K 0.1% 189
2021
Q2 		$688K Buy
15,635
+315
+2% +$13.9K 0.09% 206
2021
Q1 		$662K Buy
+15,320
New +$624K 0.08% 208

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
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return