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Granite FO LLC’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Granite FO LLC’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
-550
Closed -$25.3K – 208
2023
Q4 		$25.3K Hold
550
– – 0.02% 117
2023
Q3 		$22.7K Hold
550
– – 0.02% 124
2023
Q2 		$23.5K Hold
550
– – 0.02% 131
2023
Q1 		$23.9K Buy
+550
New +$23.9K 0.01% 179

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Granite FO LLC's DJD Position: Q1 2024 in Review

Granite FO LLC sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2024, closing a stake of 550 shares — an estimated $25.3K sold.

Granite FO LLC first reported a position in DJD in Q1 2023 and held it in 4 quarters. The position peaked at $25.3K in Q4 2023. 61 funds tracked by Wall St. Rank hold DJD as of Q1 2024.

  • Granite FO LLC reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Granite FO LLC sold 550 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2024, an estimated $25.3K.
  • Granite FO LLC first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2023 and held it in 4 quarters.
  • Granite FO LLC's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $25.3K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2024.

Based on Granite FO LLC's 13F filing for Q1 2024, filed 5 Sep 2024.