Simplex Trading
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Simplex Trading’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Simplex Trading’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
Q2 		– Sell
-300
Closed -$12K – 9156
2023
Q1 		$12K Buy
+300
New +$13K ﹤0.01% 7371

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Simplex Trading's DJD Position: Q2 2023 in Review

Simplex Trading sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2023, closing a stake of 300 shares — an estimated $12K sold.

Simplex Trading first reported a position in DJD in Q1 2023 and held it in 1 quarter. The position peaked at $12K in Q1 2023. 60 funds tracked by Wall St. Rank hold DJD as of Q2 2023.

  • Simplex Trading reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Simplex Trading sold 300 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2023, an estimated $12K.
  • Simplex Trading first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Simplex Trading's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $12K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2023.

Based on Simplex Trading's 13F filing for Q2 2023, filed 4 Aug 2023.