Selective Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Selective Wealth 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
2022 Q3	–	Sell	-275	Closed	-$12K	–	777
2022 Q2	$12K	Hold	275	–	–	﹤0.01%	537
2022 Q1	$13K	Buy	+275	New	+$12.5K	﹤0.01%	498

Other funds holding DJD

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

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Selective Wealth Management's DJD Position: Q3 2022 in Review

Selective Wealth Management sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q3 2022, closing a stake of 275 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in DJD in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 53 funds tracked by Wall St. Rank hold DJD as of Q3 2022.

Selective Wealth Management reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 275 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2022, an estimated $12K.
Selective Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2022 and held it in 2 quarters.
Selective Wealth Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $13K in Q1 2022.
53 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.