Paragon Wealth Strategies’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Paragon Wealth Strategies’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
2018 Q2	–	Sell	-129,088	Closed	-$4.26M	–	39
2018 Q1	$4.26M	Buy	+129,088	New	+$4.42M	3.65%	11

Other funds holding DJD

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Paragon Wealth Strategies's DJD Position: Q2 2018 in Review

Paragon Wealth Strategies sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2018, closing a stake of 129,088 shares — an estimated $4.26M sold.

Paragon Wealth Strategies first reported a position in DJD in Q1 2018 and held it in 1 quarter. The position peaked at $4.26M in Q1 2018. 7 funds tracked by Wall St. Rank hold DJD as of Q2 2018.

Paragon Wealth Strategies reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q2 2018 after selling out during the quarter.
Paragon Wealth Strategies sold 129,088 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2018, an estimated $4.26M.
Paragon Wealth Strategies first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2018 and held it in 1 quarter.
Paragon Wealth Strategies's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $4.26M in Q1 2018.
7 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2018.

Based on Paragon Wealth Strategies's 13F filing for Q2 2018, filed 24 Jul 2018.