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New Wave Wealth Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-2,370
Closed -$120K – 270
2024
Q4 		$120K Buy
+2,370
New +$124K 0.05% 174

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

New Wave Wealth Advisors's DJD Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2025, closing a stake of 2,370 shares — an estimated $120K sold.

New Wave Wealth Advisors first reported a position in DJD in Q4 2024 and held it in 1 quarter. The position peaked at $120K in Q4 2024. 66 funds tracked by Wall St. Rank hold DJD as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 2,370 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2025, an estimated $120K.
  • New Wave Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $120K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.