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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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.