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IHT Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

IHT Wealth Management’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
2023
Q4 		– Sell
-38,641
Closed -$1.6M – 993
2023
Q3 		$1.6M Buy
+38,641
New +$1.66M 0.08% 239

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
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

IHT Wealth Management's DJD Position: Q4 2023 in Review

IHT Wealth Management sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2023, closing a stake of 38,641 shares — an estimated $1.6M sold.

IHT Wealth Management first reported a position in DJD in Q3 2023 and held it in 1 quarter. The position peaked at $1.6M in Q3 2023. 64 funds tracked by Wall St. Rank hold DJD as of Q4 2023.

  • IHT Wealth Management reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • IHT Wealth Management sold 38,641 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2023, an estimated $1.6M.
  • IHT Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2023 and held it in 1 quarter.
  • IHT Wealth Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $1.6M in Q3 2023.
  • 64 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.