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

PSI 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
-352
Closed -$17.8K – 785
2024
Q4 		$17.8K Buy
352
+3
+0.9% +$157 0.01% 438
2024
Q3 		$18.3K Buy
349
+2
+0.6% +$100 0.01% 437
2024
Q2 		$16.4K Buy
347
+4
+1% +$189 0.01% 440
2024
Q1 		$16.5K Buy
343
+2
+0.6% +$93 0.01% 419
2023
Q4 		$15.7K Buy
341
+4
+1% +$170 0.01% 453
2023
Q3 		$13.9K Buy
337
+3
+0.9% +$129 0.01% 447
2023
Q2 		$14.3K Buy
334
+3
+0.9% +$128 0.01% 443
2023
Q1 		$14.2K Buy
+331
New +$14.4K 0.01% 387

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 $71.6B AUM 21.08% 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