Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Cetera Investment Advisers’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 		$2.89M Buy
48,457
+2,908
+6% +$176K ﹤0.01% 1940
2025
Q4 		$2.6M Buy
45,549
+1,107
+2% +$62.4K ﹤0.01% 1992
2025
Q3 		$2.45M Buy
44,442
+1,745
+4% +$94.6K ﹤0.01% 2001
2025
Q2 		$2.27M Buy
42,697
+1,671
+4% +$85.3K ﹤0.01% 1751
2025
Q1 		$2.17M Buy
41,026
+729
+2% +$38.5K ﹤0.01% 1690
2024
Q4 		$2.04M Buy
40,297
+1,063
+3% +$55.6K ﹤0.01% 1642
2024
Q3 		$2.06M Sell
39,234
-2,504
-6% -$125K ﹤0.01% 1607
2024
Q2 		$1.98M Sell
41,738
-66
-0.2% -$3.13K ﹤0.01% 1582
2024
Q1 		$2.01M Buy
41,804
+12,941
+45% +$603K ﹤0.01% 1539
2023
Q4 		$1.33M Buy
28,863
+2,736
+10% +$117K 0.01% 951
2023
Q3 		$1.08M Sell
26,127
-215
-0.8% -$9.24K 0.01% 1015
2023
Q2 		$1.12M Sell
26,342
-30
-0.1% -$1.28K 0.01% 1010
2023
Q1 		$1.13M Buy
26,372
+444
+2% +$19.3K 0.01% 973
2022
Q4 		$1.13M Sell
25,928
-490
-2% -$20.9K 0.01% 943
2022
Q3 		$990K Sell
26,418
-63
-0.2% -$2.65K 0.02% 717
2022
Q2 		$1.12M Buy
26,481
+11,441
+76% +$515K 0.02% 750
2022
Q1 		$693K Buy
15,040
+46
+0.3% +$2.09K 0.01% 977
2021
Q4 		$681K Sell
14,994
-104
-0.7% -$4.59K 0.01% 997
2021
Q3 		$644K Hold
15,098
– – 0.01% 987
2021
Q2 		$665K Buy
15,098
+4,417
+41% +$195K 0.01% 962
2021
Q1 		$461K Sell
10,681
-2,736
-20% -$111K 0.01% 1026
2020
Q4 		$513K Buy
+13,417
New +$490K 0.01% 944

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
DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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