Ladenburg Thalmann Financial Services’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Ladenburg Thalmann Financial Services’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	$70K	Hold	1,775	–	–	﹤0.01%	3293
2019 Q3	$66K	Buy	1,775 +100	+6%	+$3.71K	﹤0.01%	3230
2019 Q2	$62K	Hold	1,675	–	–	﹤0.01%	3309
2019 Q1	$61K	Buy	1,675 +360	+27%	+$12.7K	﹤0.01%	3265
2018 Q4	$43K	Sell	1,315 -45	-3%	-$1.57K	﹤0.01%	3361
2018 Q3	$49K	Buy	1,360 +531	+64%	+$18.6K	﹤0.01%	3323
2018 Q2	$27K	Hold	829	–	–	﹤0.01%	3655
2018 Q1	$27K	Buy	829 +729	+729%	+$25K	﹤0.01%	3655
2017 Q4	$3K	Sell	100 -240	-71%	-$7.93K	﹤0.01%	4670
2017 Q3	$11K	Hold	340	–	–	﹤0.01%	4023
2017 Q2	$10K	Sell	340 -122	-26%	-$3.67K	﹤0.01%	3997
2017 Q1	$14K	Hold	462	–	–	﹤0.01%	3770
2016 Q4	$13K	Buy	462 +1	+0.2%	+$28	﹤0.01%	3731
2016 Q3	$13K	Buy	461 +140	+44%	+$3.85K	﹤0.01%	3659
2016 Q2	$9K	Buy	+321	New	+$8.47K	﹤0.01%	3828

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 $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

Ladenburg Thalmann Financial Services's DJD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q4 2019 at 1,775 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #3293.

Ladenburg Thalmann Financial Services first reported a position in DJD in Q2 2016 and has held it in 15 quarters since. 23 funds tracked by Wall St. Rank hold DJD as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,775 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $70K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q4 2019.
Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3293 holding.
Ladenburg Thalmann Financial Services first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2016 and has held it in 15 quarters since.
23 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.