Princeton Global Asset Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Princeton Global Asset Management’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	-56	Closed	-$2.84K	–	619
2024 Q4	$2.84K	Hold	56	–	–	﹤0.01%	581
2024 Q3	$2.94K	Hold	56	–	–	﹤0.01%	589
2024 Q2	$2.65K	Buy	+56	New	+$2.65K	﹤0.01%	579

Other funds holding DJD

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RPGNY

Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

Princeton Global Asset Management's DJD Position: Q1 2025 in Review

Princeton Global Asset Management sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2025, closing a stake of 56 shares — an estimated $2.84K sold.

Princeton Global Asset Management first reported a position in DJD in Q2 2024 and held it in 3 quarters. The position peaked at $2.94K in Q3 2024. 66 funds tracked by Wall St. Rank hold DJD as of Q1 2025.

Princeton Global Asset Management reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2025 after selling out during the quarter.
Princeton Global Asset Management sold 56 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2025, an estimated $2.84K.
Princeton Global Asset Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2024 and held it in 3 quarters.
Princeton Global Asset Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $2.94K in Q3 2024.
66 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2025.

Based on Princeton Global Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.