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

Newbridge Financial Services 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
2023 Q3	–	Sell	-355	Closed	-$15.2K	–	1318
2023 Q2	$15.2K	Hold	355	–	–	0.01%	782
2023 Q1	$15.2K	Hold	355	–	–	0.01%	804
2022 Q4	$15.5K	Hold	355	–	–	0.01%	804
2022 Q3	$13K	Buy	+355	New	+$14.9K	0.01%	811

Other funds holding DJD

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

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

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

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Newbridge Financial Services Group's DJD Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q3 2023, closing a stake of 355 shares — an estimated $15.2K sold.

Newbridge Financial Services Group first reported a position in DJD in Q3 2022 and held it in 4 quarters. The position peaked at $15.5K in Q4 2022. 58 funds tracked by Wall St. Rank hold DJD as of Q3 2023.

Newbridge Financial Services Group reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q3 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 355 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2023, an estimated $15.2K.
Newbridge Financial Services Group first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2022 and held it in 4 quarters.
Newbridge Financial Services Group's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $15.5K in Q4 2022.
58 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.