Barry Investment Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Barry Investment Advisors’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
2025 Q4	–	Sell	-7,565	Closed	-$417K	–	105
2025 Q3	$417K	Sell	7,565 -335,061	-98%	-$18.2M	0.1%	75
2025 Q2	$18.2M	Buy	342,626 +10,676	+3%	+$545K	4.54%	5
2025 Q1	$17.5M	Buy	331,950 +7,323	+2%	+$387K	4.66%	5
2024 Q4	$16.5M	Buy	324,627 +18,904	+6%	+$988K	5.29%	4
2024 Q3	$16.1M	Buy	305,723 +13,421	+5%	+$669K	4.91%	4
2024 Q2	$13.8M	Buy	292,302 +9,560	+3%	+$453K	4.66%	4
2024 Q1	$13.6M	Buy	282,742 +14,000	+5%	+$652K	4.53%	4
2023 Q4	$12.4M	Buy	268,742 +82,868	+45%	+$3.53M	4.18%	4
2023 Q3	$7.69M	Buy	185,874 +107,953	+139%	+$4.64M	2.77%	11
2023 Q2	$3.33M	Buy	+77,921	New	+$3.32M	1.12%	33

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

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

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

IWC

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Barry Investment Advisors's DJD Position: Q4 2025 in Review

Barry Investment Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2025, closing a stake of 7,565 shares — an estimated $417K sold.

Barry Investment Advisors first reported a position in DJD in Q2 2023 and held it in 10 quarters. The position peaked at $18.2M in Q2 2025. 84 funds tracked by Wall St. Rank hold DJD as of Q4 2025.

Barry Investment Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2025 after selling out during the quarter.
Barry Investment Advisors sold 7,565 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2025, an estimated $417K.
Barry Investment Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2023 and held it in 10 quarters.
Barry Investment Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $18.2M in Q2 2025.
84 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2025.

Based on Barry Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.