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POM Investment Strategies’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

POM Investment 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
2025
Q1 		– Sell
-369
Closed -$18.7K – 250
2024
Q4 		$18.7K Buy
+369
New +$19.3K 0.01% 123

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
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

POM Investment Strategies's DJD Position: Q1 2025 in Review

POM Investment Strategies sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2025, closing a stake of 369 shares — an estimated $18.7K sold.

POM Investment Strategies first reported a position in DJD in Q4 2024 and held it in 1 quarter. The position peaked at $18.7K in Q4 2024. 66 funds tracked by Wall St. Rank hold DJD as of Q1 2025.

  • POM Investment Strategies reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 369 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2025, an estimated $18.7K.
  • POM Investment Strategies first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2024 and held it in 1 quarter.
  • POM Investment Strategies's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $18.7K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.