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

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 $445B AUM 25.58% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Total Clarity Wealth Management's DJD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q3 2022, closing a stake of 250 shares — an estimated $11K sold.

Total Clarity Wealth Management first reported a position in DJD in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 53 funds tracked by Wall St. Rank hold DJD as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 250 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2022, an estimated $11K.
Total Clarity Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $11K in Q2 2022.
53 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.