LifePlan Financial Group’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

LifePlan Financial Group’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
2020 Q3	$153K	Buy	4,444 +297	+7%	+$10.3K	0.07%	154
2020 Q2	$139K	Buy	4,147 +2,257	+119%	+$74.7K	0.06%	151
2020 Q1	$57K	Buy	1,890 +752	+66%	+$26.9K	0.03%	214
2019 Q4	$45K	Buy	+1,138	New	+$43.4K	0.02%	265

Other funds holding DJD

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

BRWA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

LifePlan Financial Group's DJD Position: Q3 2020 in Review

LifePlan Financial Group increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 7.2% in Q3 2020, buying an estimated $10.3K and bringing the position to 4,444 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #154.

LifePlan Financial Group first reported a position in DJD in Q4 2019 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold DJD as of Q3 2020.

LifePlan Financial Group held 4,444 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $153K as of Q3 2020.
LifePlan Financial Group bought 297 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2020, an estimated $10.3K.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #154 holding.
LifePlan Financial Group first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2019 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.