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 Q2	$34K	Sell	536 -50	-9%	-$3.07K	﹤0.01%	2163
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 $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

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

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's DJD Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 8.5% in Q2 2026, selling an estimated $3.07K and leaving 536 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

AE Wealth Management first reported a position in DJD in Q2 2020 and has held it in 9 quarters since. The position peaked at $39.4M in Q4 2020. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

AE Wealth Management held 536 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $34K as of Q2 2026.
AE Wealth Management sold 50 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $3.07K.
Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2163 holding.
AE Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2020 and has held it in 9 quarters since.
AE Wealth Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $39.4M in Q4 2020.
97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.