Plante Moran Financial Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Plante Moran Financial 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
2023 Q1	–	Sell	-1	Closed	-$27	–	814
2022 Q4	$27	Hold	1	–	–	﹤0.01%	849
2022 Q3	$0	Hold	1	–	–	﹤0.01%	898
2022 Q2	$0	Buy	+1	New	+$45	﹤0.01%	989

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 $267M AUM 19.2% 1-Year Est. Return

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

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

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

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BFS

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

Plante Moran Financial Advisors's DJD Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2023, closing a stake of 1 share — an estimated $27 sold.

Plante Moran Financial Advisors first reported a position in DJD in Q2 2022 and held it in 3 quarters. The position peaked at $27 in Q4 2022. 59 funds tracked by Wall St. Rank hold DJD as of Q1 2023.

Plante Moran Financial Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 1 Invesco Dow Jones Industrial Average Dividend ETF share in Q1 2023, an estimated $27.
Plante Moran Financial Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2022 and held it in 3 quarters.
Plante Moran Financial Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $27 in Q4 2022.
59 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.