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

PCG 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
2022 Q4	–	Sell	-6,020	Closed	-$226K	–	116
2022 Q3	$226K	Buy	+6,020	New	+$253K	0.08%	122

Other funds holding DJD

LPL Financial San Diego, California $445B AUM 25.58% 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 $276M AUM 31.26% 1-Year Est. Return

MFG

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCG Wealth Advisors's DJD Position: Q4 2022 in Review

PCG Wealth Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2022, closing a stake of 6,020 shares — an estimated $226K sold.

PCG Wealth Advisors first reported a position in DJD in Q3 2022 and held it in 1 quarter. The position peaked at $226K in Q3 2022. 59 funds tracked by Wall St. Rank hold DJD as of Q4 2022.

PCG Wealth Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2022 after selling out during the quarter.
PCG Wealth Advisors sold 6,020 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2022, an estimated $226K.
PCG Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2022 and held it in 1 quarter.
PCG Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $226K in Q3 2022.
59 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.