Stratos Wealth Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Stratos Wealth 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 Q2	–	Sell	-4,382	Closed	-$211K	–	718
2024 Q1	$211K	Sell	4,382 -153	-3%	-$7.13K	0.01%	618
2023 Q4	$209K	Buy	+4,535	New	+$193K	0.01%	638
2023 Q3	–	Sell	-11,568	Closed	-$494K	–	678
2023 Q2	$494K	Buy	11,568 +113	+1%	+$4.81K	0.04%	432
2023 Q1	$490K	Sell	11,455 -24,660	-68%	-$1.07M	0.04%	420
2022 Q4	$1.58M	Buy	36,115 +18,645	+107%	+$797K	0.13%	217
2022 Q3	$655K	Buy	+17,470	New	+$734K	0.07%	308

Other funds holding DJD

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

MFG

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stratos Wealth Advisors's DJD Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2024, closing a stake of 4,382 shares — an estimated $211K sold.

Stratos Wealth Advisors first reported a position in DJD in Q3 2022 and held it in 6 quarters. The position peaked at $1.58M in Q4 2022. 61 funds tracked by Wall St. Rank hold DJD as of Q2 2024.

Stratos Wealth Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q2 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 4,382 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2024, an estimated $211K.
Stratos Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2022 and held it in 6 quarters.
Stratos Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $1.58M in Q4 2022.
61 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.