Lloyd Advisory Services’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Lloyd Advisory 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
2022 Q1	–	Sell	-1	Closed	–	–	615
2021 Q4	$0	Hold	1	–	–	﹤0.01%	431
2021 Q3	$0	Hold	1	–	–	﹤0.01%	395
2021 Q2	$0	Hold	1	–	–	﹤0.01%	403
2021 Q1	$0	Sell	1 -1,401	-100%	-$57K	﹤0.01%	382
2020 Q4	$54K	Buy	1,402 +1,365	+3,689%	+$49.8K	0.03%	112
2020 Q3	$1K	Sell	37 -41,409	-100%	-$1.44M	﹤0.01%	296
2020 Q2	$1.39M	Buy	+41,446	New	+$1.37M	0.87%	14

Other funds holding DJD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Lloyd Advisory Services's DJD Position: Q1 2022 in Review

Lloyd Advisory Services sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2022, closing a stake of 1 share.

Lloyd Advisory Services first reported a position in DJD in Q2 2020 and held it in 7 quarters. The position peaked at $1.39M in Q2 2020. 45 funds tracked by Wall St. Rank hold DJD as of Q1 2022.

Lloyd Advisory Services reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2022 after selling out during the quarter.
Lloyd Advisory Services sold 1 Invesco Dow Jones Industrial Average Dividend ETF share in Q1 2022.
Lloyd Advisory Services first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2020 and held it in 7 quarters.
Lloyd Advisory Services's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $1.39M in Q2 2020.
45 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2022.

Based on Lloyd Advisory Services's 13F filing for Q1 2022, filed 2 May 2022.