MRA Advisory Group’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16M | Buy |
252,799
+3,870
| +2% | +$238K | 5.82% | 2 |
|
|
2026
Q1 | $14.9M | Buy |
248,929
+1,717
| +0.7% | +$104K | 6.07% | 2 |
|
|
2025
Q4 | $14.1M | Buy |
247,212
+13,053
| +6% | +$735K | 5.93% | 2 |
|
|
2025
Q3 | $12.9M | Buy |
234,159
+13,635
| +6% | +$739K | 5.64% | 3 |
|
|
2025
Q2 | $11.7M | Sell |
220,524
-17,645
| -7% | -$901K | 5.49% | 4 |
|
|
2025
Q1 | $12.6M | Buy |
238,169
+12,682
| +6% | +$670K | 6.71% | 2 |
|
|
2024
Q4 | $11.4M | Sell |
225,487
-6,989
| -3% | -$365K | 6.06% | 3 |
|
|
2024
Q3 | $12.2M | Sell |
232,476
-8,222
| -3% | -$410K | 6.68% | 2 |
|
|
2024
Q2 | $11.4M | Buy |
240,698
+3,586
| +2% | +$170K | 6.52% | 2 |
|
|
2024
Q1 | $11.4M | Buy |
237,112
+12,905
| +6% | +$601K | 6.8% | 2 |
|
|
2023
Q4 | $10.3M | Buy |
224,207
+117,283
| +110% | +$5M | 6.8% | 2 |
|
|
2023
Q3 | $4.42M | Sell |
106,924
-1,161
| -1% | -$49.9K | 3.16% | 6 |
|
|
2023
Q2 | $4.61M | Sell |
108,085
-4,783
| -4% | -$204K | 3.17% | 8 |
|
|
2023
Q1 | $4.83M | Sell |
112,868
-11,987
| -10% | -$520K | 3.48% | 4 |
|
|
2022
Q4 | $5.45M | Sell |
124,855
-75,861
| -38% | -$3.24M | 4.29% | 4 |
|
|
2022
Q3 | $7.61M | Buy |
200,716
+121,123
| +152% | +$5.09M | 6.48% | 2 |
|
|
2022
Q2 | $3.36M | Buy |
+79,593
| New | +$3.58M | 2.93% | 10 |
|
Other funds holding DJD
WAP
SWM
PFS
FHC
SPAS
HWA