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

Ankerstar Wealth’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
-1,200
Closed -$68.6K – 992
2025
Q4 		$68.6K Buy
+1,200
New +$67.6K 0.07% 123

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 $276M AUM 31.26% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Ankerstar Wealth's DJD Position: Q1 2026 in Review

Ankerstar Wealth sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2026, closing a stake of 1,200 shares — an estimated $68.6K sold.

Ankerstar Wealth first reported a position in DJD in Q4 2025 and held it in 1 quarter. The position peaked at $68.6K in Q4 2025. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Ankerstar Wealth reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Ankerstar Wealth sold 1,200 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $68.6K.
  • Ankerstar Wealth first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Ankerstar Wealth's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $68.6K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Ankerstar Wealth's 13F filing for Q1 2026, filed 14 May 2026.