Sigma Planning Corp’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Sigma Planning Corp’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	-29,771	Closed	-$1.51M	–	1224
2024 Q4	$1.51M	Buy	+29,771	New	+$1.56M	0.05%	355

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Sigma Planning Corp's DJD Position: Q1 2025 in Review

Sigma Planning Corp sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2025, closing a stake of 29,771 shares — an estimated $1.51M sold.

Sigma Planning Corp first reported a position in DJD in Q4 2024 and held it in 1 quarter. The position peaked at $1.51M in Q4 2024. 66 funds tracked by Wall St. Rank hold DJD as of Q1 2025.

Sigma Planning Corp reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2025 after selling out during the quarter.
Sigma Planning Corp sold 29,771 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2025, an estimated $1.51M.
Sigma Planning Corp first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2024 and held it in 1 quarter.
Sigma Planning Corp's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $1.51M in Q4 2024.
66 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.