AF
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Advisornet Financial’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Advisornet Financial’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
2026
Q1 		$8.96K Sell
150
-50
-25% -$3.02K ﹤0.01% 1576
2025
Q4 		$11.4K Hold
200
– – ﹤0.01% 1503
2025
Q3 		$11K Hold
200
– – ﹤0.01% 1488
2025
Q2 		$10.6K Buy
200
+44
+28% +$2.25K ﹤0.01% 1459
2025
Q1 		$8.24K Hold
156
– – ﹤0.01% 1474
2024
Q4 		$7.91K Hold
156
– – ﹤0.01% 1375
2024
Q3 		$8.2K Hold
156
– – ﹤0.01% 1462
2024
Q2 		$7.38K Hold
156
– – ﹤0.01% 1389
2024
Q1 		$7.5K Buy
+156
New +$7.27K ﹤0.01% 1365

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
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return