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Berkshire Money Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Berkshire Money 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
2025
Q3 		– Sell
-1,551
Closed -$82.5K – 66
2025
Q2 		$82.5K Buy
+1,551
New +$79.2K 0.01% 120

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Berkshire Money Management's DJD Position: Q3 2025 in Review

Berkshire Money Management sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q3 2025, closing a stake of 1,551 shares — an estimated $82.5K sold.

Berkshire Money Management first reported a position in DJD in Q2 2025 and held it in 1 quarter. The position peaked at $82.5K in Q2 2025. 69 funds tracked by Wall St. Rank hold DJD as of Q3 2025.

  • Berkshire Money Management reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Berkshire Money Management sold 1,551 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2025, an estimated $82.5K.
  • Berkshire Money Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Berkshire Money Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $82.5K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.