Carson Wealth (CWM LLC)’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Carson Wealth (CWM 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 Q1	–	Sell	-150	Closed	-$9K	–	5709
2025 Q4	$9K	Buy	+150	New	+$8.45K	﹤0.01%	4591
2025 Q3	–	Sell	-1,359	Closed	-$72K	–	5321
2025 Q2	$72K	Buy	+1,359	New	+$69.4K	﹤0.01%	2989
2019 Q1	–	Sell	-529	Closed	-$18K	–	3003
2018 Q4	$18K	Buy	+529	New	+$18.5K	﹤0.01%	1174

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 $1.37T AUM 24.88% 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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s DJD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2026, closing a stake of 150 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in DJD in Q4 2018 and held it in 3 quarters. The position peaked at $72K in Q2 2025. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 150 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $9K.
Carson Wealth (CWM LLC) first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2018 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Invesco Dow Jones Industrial Average Dividend ETF position peaked at $72K in Q2 2025.
90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.