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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
Q3 		$69.1K Hold
1,100
– – 0.01% 255
2026
Q2 		$69.7K Hold
1,100
– – 0.01% 253
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

MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Cherry Tree Wealth Management's DJD Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q3 2026 at 1,100 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #255.

Cherry Tree Wealth Management first reported a position in DJD in Q4 2025 and has held it in 4 quarters since. The position peaked at $69.7K in Q2 2026. 11 funds tracked by Wall St. Rank hold DJD as of Q3 2026.

  • Cherry Tree Wealth Management held 1,100 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $69.1K as of Q3 2026.
  • Cherry Tree Wealth Management left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q3 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #255 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 4 quarters since.
  • Cherry Tree Wealth Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $69.7K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.