CIBC Private Wealth Group’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$571K	Hold	10,000	–	–	﹤0.01%	845
2025 Q3	$552K	Hold	10,000	–	–	﹤0.01%	836
2025 Q2	$532K	Hold	10,000	–	–	﹤0.01%	820
2025 Q1	$475K	Hold	10,000	–	–	﹤0.01%	827
2024 Q4	$507K	Hold	10,000	–	–	﹤0.01%	857
2024 Q3	$526K	Hold	10,000	–	–	﹤0.01%	857
2024 Q2	$473K	Hold	10,000	–	–	﹤0.01%	834
2024 Q1	$481K	Buy	+10,000	New	+$466K	﹤0.01%	846

Other funds holding DJD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC Private Wealth Group's DJD Position: Q4 2025 in Review

CIBC Private Wealth Group held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q4 2025 at 10,000 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

CIBC Private Wealth Group first reported a position in DJD in Q1 2024 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold DJD as of Q4 2025.

CIBC Private Wealth Group held 10,000 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $571K as of Q4 2025.
CIBC Private Wealth Group left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q4 2025.
Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #845 holding.
CIBC Private Wealth Group first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2024 and has held it in 8 quarters since.
84 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.