AE Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

AE 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
2026 Q1	$35K	Buy	586 +112	+24%	+$6.76K	﹤0.01%	2038
2025 Q4	$27.1K	Hold	474	–	–	﹤0.01%	1965
2025 Q3	$26.2K	Buy	474 +97	+26%	+$5.26K	﹤0.01%	1848
2025 Q2	$20.1K	Sell	377 -42	-10%	-$2.15K	﹤0.01%	1765
2025 Q1	$22.1K	Buy	419 +314	+299%	+$16.6K	﹤0.01%	1723
2024 Q4	$5.33K	Buy	+105	New	+$5.49K	﹤0.01%	1912
2021 Q1	–	Sell	-1,030,200	Closed	-$39.4M	–	1497
2020 Q4	$39.4M	Buy	+1,030,200	New	+$37.6M	0.45%	47
2020 Q3	–	Sell	-620,107	Closed	-$20.7M	–	1294
2020 Q2	$20.7M	Buy	+620,107	New	+$20.5M	0.32%	69

Other funds holding DJD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's DJD Position: Q1 2026 in Review

AE Wealth Management increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 24% in Q1 2026, buying an estimated $6.76K and bringing the position to 586 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

AE Wealth Management first reported a position in DJD in Q2 2020 and has held it in 8 quarters since. The position peaked at $39.4M in Q4 2020. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

AE Wealth Management held 586 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $35K as of Q1 2026.
AE Wealth Management bought 112 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $6.76K.
Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2038 holding.
AE Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2020 and has held it in 8 quarters since.
AE Wealth Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $39.4M in Q4 2020.
90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.