EverSource Wealth Advisors
DJD icon

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

EverSource Wealth Advisors’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 		$4.75K Sell
75
-25
-25% -$1.54K ﹤0.01% 3308
2026
Q1 		$5.97K Hold
100
– – ﹤0.01% 3179
2025
Q4 		$5.71K Hold
100
– – ﹤0.01% 3068
2025
Q3 		$5.52K Buy
+100
New +$5.42K ﹤0.01% 3118

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 $267M AUM 19.2% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

EverSource Wealth Advisors's DJD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 25% in Q2 2026, selling an estimated $1.54K and leaving 75 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

EverSource Wealth Advisors first reported a position in DJD in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.97K in Q1 2026. 98 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • EverSource Wealth Advisors held 75 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $4.75K as of Q2 2026.
  • EverSource Wealth Advisors sold 25 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $1.54K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3308 holding.
  • EverSource Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $5.97K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.