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David Kennon’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

David Kennon’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 		– Sell
-216,952
Closed -$13M – 46
2026
Q1 		$13M Buy
216,952
+10,905
+5% +$658K 4.65% 6
2025
Q4 		$11.8M Buy
+206,047
New +$11.6M 4.18% 7

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

David Kennon's DJD Position: Q2 2026 in Review

David Kennon sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2026, closing a stake of 216,952 shares — an estimated $13M sold.

David Kennon first reported a position in DJD in Q4 2025 and held it in 2 quarters. The position peaked at $13M in Q1 2026. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • David Kennon reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • David Kennon sold 216,952 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $13M.
  • David Kennon first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2025 and held it in 2 quarters.
  • David Kennon's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $13M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.