Southern Capital Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Southern Capital 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
2024 Q1	–	Sell	-13,313	Closed	-$613K	–	73
2023 Q4	$613K	Buy	13,313 +6,606	+98%	+$281K	0.44%	31
2023 Q3	$277K	Sell	6,707 -2,780	-29%	-$119K	0.23%	51
2023 Q2	$405K	Sell	9,487 -203	-2%	-$8.64K	0.31%	42
2023 Q1	$415K	Buy	+9,690	New	+$421K	0.31%	45

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Southern Capital Advisors's DJD Position: Q1 2024 in Review

Southern Capital Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2024, closing a stake of 13,313 shares — an estimated $613K sold.

Southern Capital Advisors first reported a position in DJD in Q1 2023 and held it in 4 quarters. The position peaked at $613K in Q4 2023. 61 funds tracked by Wall St. Rank hold DJD as of Q1 2024.

Southern Capital Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2024 after selling out during the quarter.
Southern Capital Advisors sold 13,313 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2024, an estimated $613K.
Southern Capital Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2023 and held it in 4 quarters.
Southern Capital Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $613K in Q4 2023.
61 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2024.

Based on Southern Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.