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Lebenthal Global Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-3,710
Closed -$141K – 232
2020
Q4 		$141K Buy
+3,710
New +$135K 0.1% 126

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lebenthal Global Advisors's DJD Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2021, closing a stake of 3,710 shares — an estimated $141K sold.

Lebenthal Global Advisors first reported a position in DJD in Q4 2020 and held it in 1 quarter. The position peaked at $141K in Q4 2020. 30 funds tracked by Wall St. Rank hold DJD as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 3,710 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2021, an estimated $141K.
  • Lebenthal Global Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $141K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.