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Cherry Tree Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Cherry Tree 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
2026
Q1 		$65.7K Hold
1,100
– – 0.01% 247
2025
Q4 		$62.9K Buy
+1,100
New +$62K 0.01% 250

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
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 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
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cherry Tree Wealth Management's DJD Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q1 2026 at 1,100 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #247.

Cherry Tree Wealth Management first reported a position in DJD in Q4 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Cherry Tree Wealth Management held 1,100 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $65.7K as of Q1 2026.
  • Cherry Tree Wealth Management left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q1 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #247 holding.
  • Cherry Tree Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.