Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TCWM
Total Clarity Wealth Management’s
Invesco Dow Jones Industrial Average Dividend ETF
DJD
Stock Holding History
Total Clarity Wealth Management’s Portfolio
DJD Stock Details
DJD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-250
Closed
-$11K
–
397
2022
Q2
$11K
Buy
+250
New
+$11.2K
0.01%
637
2022
Q1
–
Sell
-250
Closed
-$11K
–
372
2021
Q4
$11K
Hold
250
–
–
0.01%
667
2021
Q3
$11K
Buy
+250
New
+$11K
0.01%
649
2021
Q2
–
Sell
-250
Closed
-$11K
–
317
2021
Q1
$11K
Buy
+250
New
+$10.2K
0.01%
543
Other funds holding DJD
LPL Financial
San Diego, California
$377B AUM
19.32%
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
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
MFG
Merit Financial Group
Alpharetta, Georgia
$13.5B AUM
19.09%
1-Year Est. Return
GLA
Good Life Advisors
Reading, Pennsylvania
$1.6B AUM
15.83%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
BFS
Bard Financial Services
Branford, Connecticut
$911M AUM
19.14%
1-Year Est. Return
PAS
Park Avenue Securities
New York
$12.8B AUM
19.38%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close