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

Realta Investment 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
-150
Closed -$6.55K – 491
2022
Q4 		$6.55K Hold
150
– – ﹤0.01% 754
2022
Q3 		$6K Buy
+150
New +$6.3K ﹤0.01% 739

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $13.5B AUM 19.09% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Realta Investment Advisors's DJD Position: Q1 2023 in Review

Realta Investment Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2023, closing a stake of 150 shares — an estimated $6.55K sold.

Realta Investment Advisors first reported a position in DJD in Q3 2022 and held it in 2 quarters. The position peaked at $6.55K in Q4 2022. 59 funds tracked by Wall St. Rank hold DJD as of Q1 2023.

  • Realta Investment Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 150 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2023, an estimated $6.55K.
  • Realta Investment Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2022 and held it in 2 quarters.
  • Realta Investment Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $6.55K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.