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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
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 $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 $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
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

EverSource Wealth Advisors's DJD Position: Q1 2026 in Review

EverSource Wealth Advisors held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q1 2026 at 100 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

EverSource Wealth Advisors first reported a position in DJD in Q3 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • EverSource Wealth Advisors held 100 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $5.97K as of Q1 2026.
  • EverSource Wealth Advisors left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q1 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3179 holding.
  • EverSource Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.