Creative Planning
DJD icon

Creative Planning’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Creative Planning’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 		$210K Sell
3,313
-722
-18% -$44.4K ﹤0.01% 3846
2026
Q1 		$241K Buy
4,035
+458
+13% +$27.6K ﹤0.01% 3600
2025
Q4 		$204K Buy
+3,577
New +$202K ﹤0.01% 3534
2025
Q2 		– Sell
-4,562
Closed -$241K – 3714
2025
Q1 		$241K Buy
+4,562
New +$241K ﹤0.01% 2922

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

Creative Planning's DJD Position: Q2 2026 in Review

Creative Planning reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 18% in Q2 2026, selling an estimated $44.4K and leaving 3,313 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #3846.

Creative Planning first reported a position in DJD in Q1 2025 and has held it in 4 quarters since. The position peaked at $241K in Q1 2026. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Creative Planning held 3,313 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $210K as of Q2 2026.
  • Creative Planning sold 722 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $44.4K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3846 holding.
  • Creative Planning first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2025 and has held it in 4 quarters since.
  • Creative Planning's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $241K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.