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OneDigital Investment Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

OneDigital Investment 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
2024
Q4 		– Sell
-3,822
Closed -$201K – 1427
2024
Q3 		$201K Buy
+3,822
New +$190K ﹤0.01% 1364

Other funds holding DJD

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $94B AUM 20.14% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return

OneDigital Investment Advisors's DJD Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2024, closing a stake of 3,822 shares — an estimated $201K sold.

OneDigital Investment Advisors first reported a position in DJD in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 67 funds tracked by Wall St. Rank hold DJD as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,822 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2024, an estimated $201K.
  • OneDigital Investment Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $201K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.