Global Retirement Partners’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Global Retirement Partners’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	$2.54K	Buy	+40	New	+$2.46K	﹤0.01%	3921
2025 Q4	$2.29K	Hold	40	–	–	﹤0.01%	3682
2025 Q3	$2.21K	Hold	40	–	–	﹤0.01%	3294
2025 Q2	$2.13K	Buy	+40	New	+$2.04K	﹤0.01%	3221
2024 Q4	$2.03K	Hold	40	–	–	﹤0.01%	3068
2024 Q3	$2.1K	Hold	40	–	–	﹤0.01%	2919
2024 Q2	$1.89K	Hold	40	–	–	﹤0.01%	2985
2024 Q1	$1.92K	Hold	40	–	–	﹤0.01%	2769
2023 Q4	$1.83K	Hold	40	–	–	﹤0.01%	2714
2023 Q3	$1.63K	Hold	40	–	–	﹤0.01%	2610
2023 Q2	$1.71K	Hold	40	–	–	﹤0.01%	2600
2023 Q1	$1.69K	Sell	40 -6,592	-99%	-$286K	﹤0.01%	2558
2022 Q4	$290K	Buy	6,632 +6,592	+16,480%	+$282K	0.02%	497
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	2221
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	2181
2022 Q1	$2K	Buy	+40	New	+$1.82K	﹤0.01%	2162

Other funds holding DJD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Global Retirement Partners's DJD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2026: 40 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #3921 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DJD as recently as Q4 2025.

Global Retirement Partners first reported a position in DJD in Q1 2022 and has held it in 16 quarters since. The position peaked at $290K in Q4 2022. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

Global Retirement Partners held 40 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $2.54K as of Q2 2026.
Invesco Dow Jones Industrial Average Dividend ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3921 holding.
Global Retirement Partners first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $290K in Q4 2022.
97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.