EFS
DJD icon

Essex Financial Services’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Essex Financial Services’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 		$334K Hold
5,592
– – 0.02% 574
2025
Q4 		$320K Hold
5,592
– – 0.02% 579
2025
Q3 		$309K Sell
5,592
-464
-8% -$25.2K 0.02% 572
2025
Q2 		$322K Buy
+6,056
New +$309K 0.02% 527

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
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
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Essex Financial Services's DJD Position: Q1 2026 in Review

Essex Financial Services held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q1 2026 at 5,592 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #574.

Essex Financial Services first reported a position in DJD in Q2 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Essex Financial Services held 5,592 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $334K as of Q1 2026.
  • Essex Financial Services left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q1 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #574 holding.
  • Essex Financial Services first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.