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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Focus Financial Network's DJD Position: Q1 2024 in Review

Focus Financial Network sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2024, closing a stake of 16,255 shares — an estimated $748K sold.

Focus Financial Network first reported a position in DJD in Q1 2021 and held it in 5 quarters. The position peaked at $900K in Q4 2021. 61 funds tracked by Wall St. Rank hold DJD as of Q1 2024.

Focus Financial Network reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 16,255 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2024, an estimated $748K.
Focus Financial Network first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2021 and held it in 5 quarters.
Focus Financial Network's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $900K in Q4 2021.
61 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.