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

V 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
2022 Q4	–	Sell	-14,875	Closed	-$558K	–	372
2022 Q3	$558K	Buy	14,875 +9,070	+156%	+$381K	0.11%	178
2022 Q2	$245K	Buy	+5,805	New	+$261K	0.05%	347

Other funds holding DJD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MAG

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

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

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

GLA

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

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

BFS

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

V Wealth Advisors's DJD Position: Q4 2022 in Review

V Wealth Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2022, closing a stake of 14,875 shares — an estimated $558K sold.

V Wealth Advisors first reported a position in DJD in Q2 2022 and held it in 2 quarters. The position peaked at $558K in Q3 2022. 59 funds tracked by Wall St. Rank hold DJD as of Q4 2022.

V Wealth Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 14,875 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2022, an estimated $558K.
V Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2022 and held it in 2 quarters.
V Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $558K in Q3 2022.
59 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.