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

Bogart Wealth LLC’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 		$42K Buy
+662
New +$40.7K ﹤0.01% 583
2026
Q1 		– Sell
-468
Closed -$26.7K – 1850
2025
Q4 		$26.7K Buy
468
+3
+0.6% +$169 ﹤0.01% 614
2025
Q3 		$25.7K Buy
+465
New +$25.2K ﹤0.01% 601

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
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
Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bogart Wealth LLC's DJD Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2026: 662 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in DJD as recently as Q4 2025.

Bogart Wealth LLC first reported a position in DJD in Q3 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Bogart Wealth LLC held 662 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $42K as of Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF was a new Bogart Wealth LLC position in Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #583 holding.
  • Bogart Wealth LLC first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.