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

Perennial 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
2025 Q1	–	Sell	-5,535	Closed	-$281K	–	445
2024 Q4	$281K	Hold	5,535	–	–	0.03%	308
2024 Q3	$291K	Hold	5,535	–	–	0.04%	294
2024 Q2	$262K	Hold	5,535	–	–	0.04%	296
2024 Q1	$266K	Sell	5,535 -180	-3%	-$8.39K	0.04%	275
2023 Q4	$263K	Sell	5,715 -660	-10%	-$28.1K	0.04%	267
2023 Q3	$264K	Sell	6,375 -250	-4%	-$10.7K	0.05%	256
2023 Q2	$283K	Sell	6,625 -125	-2%	-$5.32K	0.05%	254
2023 Q1	$289K	Sell	6,750 -150	-2%	-$6.51K	0.05%	243
2022 Q4	$301K	Sell	6,900 -150	-2%	-$6.41K	0.12%	150
2022 Q3	$264K	Buy	7,050 +734	+12%	+$30.8K	0.12%	149
2022 Q2	$268K	Buy	6,316 +756	+14%	+$34K	0.1%	152
2022 Q1	$255K	Buy	+5,560	New	+$253K	0.08%	175

Other funds holding DJD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RPGNY

Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return

Perennial Investment Advisors's DJD Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2025, closing a stake of 5,535 shares — an estimated $281K sold.

Perennial Investment Advisors first reported a position in DJD in Q1 2022 and held it in 12 quarters. The position peaked at $301K in Q4 2022. 66 funds tracked by Wall St. Rank hold DJD as of Q1 2025.

Perennial Investment Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2025 after selling out during the quarter.
Perennial Investment Advisors sold 5,535 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2025, an estimated $281K.
Perennial Investment Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2022 and held it in 12 quarters.
Perennial Investment Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $301K in Q4 2022.
66 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.