Capital Investment Advisory Services’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Capital Investment Advisory Services’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	$134K	Buy	+2,121	New	+$130K	0.01%	764
2026 Q1	–	Sell	-50	Closed	-$2.86K	–	1214
2025 Q4	$2.86K	Sell	50 -150	-75%	-$8.45K	﹤0.01%	1104
2025 Q3	$11K	Hold	200	–	–	﹤0.01%	955
2025 Q2	$10.6K	Hold	200	–	–	﹤0.01%	938
2025 Q1	$10.6K	Hold	200	–	–	﹤0.01%	871
2024 Q4	$10.1K	Hold	200	–	–	﹤0.01%	811
2024 Q3	$10.5K	Hold	200	–	–	﹤0.01%	853
2024 Q2	$9.47K	Hold	200	–	–	﹤0.01%	835
2024 Q1	$9.61K	Hold	200	–	–	﹤0.01%	825
2023 Q4	$9.2K	Hold	200	–	–	﹤0.01%	844
2023 Q3	$8.27K	Hold	200	–	–	﹤0.01%	809
2023 Q2	$8.54K	Buy	+200	New	+$8.51K	﹤0.01%	763
2020 Q1	–	Sell	-580	Closed	-$23K	–	574
2019 Q4	$23K	Hold	580	–	–	0.01%	434
2019 Q3	$22K	Buy	+580	New	+$21.5K	0.01%	785

Other funds holding DJD

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Investment Advisory Services's DJD Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2026: 2,121 shares worth $134K. The stake represents 0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in DJD as recently as Q4 2025.

Capital Investment Advisory Services first reported a position in DJD in Q3 2019 and has held it in 14 quarters since. 21 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

Capital Investment Advisory Services held 2,121 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $134K as of Q2 2026.
Invesco Dow Jones Industrial Average Dividend ETF was a new Capital Investment Advisory Services position in Q2 2026.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #764 holding.
Capital Investment Advisory Services first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2019 and has held it in 14 quarters since.
21 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.