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CreativeOne Wealth’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

CreativeOne Wealth’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 		$1.17M Buy
18,468
+45
+0.2% +$2.77K 0.03% 528
2026
Q1 		$1.1M Buy
+18,423
New +$1.11M 0.03% 540

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

CreativeOne Wealth's DJD Position: Q2 2026 in Review

CreativeOne Wealth increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 0.24% in Q2 2026, buying an estimated $2.77K and bringing the position to 18,468 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #528.

CreativeOne Wealth 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.

  • CreativeOne Wealth held 18,468 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $1.17M as of Q2 2026.
  • CreativeOne Wealth bought 45 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $2.77K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #528 holding.
  • CreativeOne Wealth 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 CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.