SWA
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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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return