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Clearstead Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Clearstead Advisors’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
Q2 		$254 Hold
4
– – ﹤0.01% 3123
2026
Q1 		$239 Buy
+4
New +$241 ﹤0.01% 2159

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearstead Advisors's DJD Position: Q2 2026 in Review

Clearstead Advisors held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q2 2026 at 4 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Clearstead Advisors first reported a position in DJD in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Clearstead Advisors held 4 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $254 as of Q2 2026.
  • Clearstead Advisors left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3123 holding.
  • Clearstead Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.