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

CoreCap 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
2025
Q3 		– Sell
-20
Closed -$1.06K – 2823
2025
Q2 		$1.06K Hold
20
– – ﹤0.01% 2410
2025
Q1 		$1.06K Buy
+20
New +$1.06K ﹤0.01% 2516

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CoreCap Advisors's DJD Position: Q3 2025 in Review

CoreCap Advisors sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q3 2025, closing a stake of 20 shares — an estimated $1.06K sold.

CoreCap Advisors first reported a position in DJD in Q1 2025 and held it in 2 quarters. The position peaked at $1.06K in Q2 2025. 69 funds tracked by Wall St. Rank hold DJD as of Q3 2025.

  • CoreCap Advisors reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • CoreCap Advisors sold 20 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2025, an estimated $1.06K.
  • CoreCap Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2025 and held it in 2 quarters.
  • CoreCap Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $1.06K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.