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Advisor Resource Council’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-5,350
Closed -$283K – 284
2025
Q1 		$283K Buy
+5,350
New +$283K 0.02% 477
2024
Q1 		– Sell
-5,350
Closed -$246K – 303
2023
Q4 		$246K Buy
+5,350
New +$228K 0.03% 397

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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 $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisor Resource Council's DJD Position: Q2 2025 in Review

Advisor Resource Council sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2025, closing a stake of 5,350 shares — an estimated $283K sold.

Advisor Resource Council first reported a position in DJD in Q4 2023 and held it in 2 quarters. The position peaked at $283K in Q1 2025. 66 funds tracked by Wall St. Rank hold DJD as of Q2 2025.

  • Advisor Resource Council reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 5,350 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2025, an estimated $283K.
  • Advisor Resource Council first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $283K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.