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

Kingsview 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
2019 Q4	–	Sell	-15,116	Closed	-$563K	–	498
2019 Q3	$563K	Sell	15,116 -526	-3%	-$19.5K	0.09%	233
2019 Q2	$578K	Buy	15,642 +147	+0.9%	+$5.37K	0.1%	223
2019 Q1	$563K	Buy	+15,495	New	+$547K	0.09%	249

Other funds holding DJD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

RICHC

Renaissance Investment Consultants Holding Company Wayne, Pennsylvania $107M AUM 18.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kingsview Wealth Management's DJD Position: Q4 2019 in Review

Kingsview Wealth Management sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2019, closing a stake of 15,116 shares — an estimated $563K sold.

Kingsview Wealth Management first reported a position in DJD in Q1 2019 and held it in 3 quarters. The position peaked at $578K in Q2 2019. 23 funds tracked by Wall St. Rank hold DJD as of Q4 2019.

Kingsview Wealth Management reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2019 after selling out during the quarter.
Kingsview Wealth Management sold 15,116 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2019, an estimated $563K.
Kingsview Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2019 and held it in 3 quarters.
Kingsview Wealth Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $578K in Q2 2019.
23 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2019.

Based on Kingsview Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.