BTWM
DJD icon

Brass Tax Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Brass Tax Wealth 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 		$571K Buy
10,335
+11
+0.1% +$596 0.09% 113
2025
Q2 		$549K Buy
10,324
+63
+0.6% +$3.22K 0.11% 106
2025
Q1 		$542K Buy
10,261
+437
+4% +$23.1K 0.11% 94
2024
Q4 		$498K Buy
9,824
+431
+5% +$22.5K 0.1% 97
2024
Q3 		$494K Buy
+9,393
New +$468K 0.11% 89

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

Brass Tax Wealth Management's DJD Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 0.11% in Q3 2025, buying an estimated $596 and bringing the position to 10,335 shares worth $571K. The position accounts for 0.09% of the portfolio, ranked #113.

Brass Tax Wealth Management first reported a position in DJD in Q3 2024 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold DJD as of Q3 2025.

  • Brass Tax Wealth Management held 10,335 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $571K as of Q3 2025.
  • Brass Tax Wealth Management bought 11 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2025, an estimated $596.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.09% of Brass Tax Wealth Management's portfolio in Q3 2025, its #113 holding.
  • Brass Tax Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2024 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.