Simplicity Solutions’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-975,525	Closed	-$37.3M	–	583
2020 Q4	$37.3M	Buy	+975,525	New	+$35.6M	0.55%	40
2020 Q3	–	Sell	-614,327	Closed	-$20.5M	–	869
2020 Q2	$20.5M	Buy	+614,327	New	+$20.3M	0.41%	56

Other funds holding DJD

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Simplicity Solutions's DJD Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2021, closing a stake of 975,525 shares — an estimated $37.3M sold.

Simplicity Solutions first reported a position in DJD in Q2 2020 and held it in 2 quarters. The position peaked at $37.3M in Q4 2020. 30 funds tracked by Wall St. Rank hold DJD as of Q1 2021.

Simplicity Solutions reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 975,525 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2021, an estimated $37.3M.
Simplicity Solutions first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2020 and held it in 2 quarters.
Simplicity Solutions's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $37.3M in Q4 2020.
30 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.