Creekside Partners’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Creekside Partners’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 Q1	$239K	Hold	4,000	–	–	0.1%	165
2025 Q4	$229K	Hold	4,000	–	–	0.1%	169
2025 Q3	$221K	Hold	4,000	–	–	0.1%	164
2025 Q2	$213K	Hold	4,000	–	–	0.1%	164
2025 Q1	$211K	Hold	4,000	–	–	0.11%	159
2024 Q4	$203K	Hold	4,000	–	–	0.11%	159
2024 Q3	$210K	Buy	+4,000	New	+$199K	0.11%	157

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 $279M AUM 13.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Creekside Partners's DJD Position: Q1 2026 in Review

Creekside Partners held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q1 2026 at 4,000 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #165.

Creekside Partners first reported a position in DJD in Q3 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

Creekside Partners held 4,000 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $239K as of Q1 2026.
Creekside Partners left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q1 2026.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.1% of Creekside Partners's portfolio in Q1 2026, its #165 holding.
Creekside Partners first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.