AlphaCore Capital
DJD icon

AlphaCore Capital’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

AlphaCore Capital’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 		– Sell
-100
Closed -$5.71K – 1302
2025
Q4 		$5.71K Buy
+100
New +$5.63K ﹤0.01% 1351

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Bank of America
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
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AlphaCore Capital's DJD Position: Q1 2026 in Review

AlphaCore Capital sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2026, closing a stake of 100 shares — an estimated $5.71K sold.

AlphaCore Capital first reported a position in DJD in Q4 2025 and held it in 1 quarter. The position peaked at $5.71K in Q4 2025. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • AlphaCore Capital reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 100 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $5.71K.
  • AlphaCore Capital first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2025 and held it in 1 quarter.
  • AlphaCore Capital's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $5.71K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.