Focus Partners Wealth
DJD icon

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

Focus Partners Wealth’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 		$331K Buy
5,548
+80
+1% +$4.83K ﹤0.01% 2133
2025
Q4 		$312K Buy
+5,468
New +$308K ﹤0.01% 2203

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 $279M AUM 13.75% 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

Focus Partners Wealth's DJD Position: Q1 2026 in Review

Focus Partners Wealth increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 1.5% in Q1 2026, buying an estimated $4.83K and bringing the position to 5,548 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Focus Partners Wealth first reported a position in DJD in Q4 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Focus Partners Wealth held 5,548 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $331K as of Q1 2026.
  • Focus Partners Wealth bought 80 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $4.83K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2133 holding.
  • Focus Partners Wealth first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.