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

MinichMacGregor 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
2023
Q1 		– Sell
-133
Closed -$5.81K – 228
2022
Q4 		$5.81K Buy
+133
New +$5.68K ﹤0.01% 471

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

MinichMacGregor Wealth Management's DJD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2023, closing a stake of 133 shares — an estimated $5.81K sold.

MinichMacGregor Wealth Management first reported a position in DJD in Q4 2022 and held it in 1 quarter. The position peaked at $5.81K in Q4 2022. 59 funds tracked by Wall St. Rank hold DJD as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 133 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2023, an estimated $5.81K.
  • MinichMacGregor Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $5.81K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.