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GWN Securities’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

GWN Securities’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
2025
Q2 		– Sell
-8,689
Closed -$441K – 486
2025
Q1 		$441K Buy
+8,689
New +$459K 0.02% 494

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
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 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
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GWN Securities's DJD Position: Q2 2025 in Review

GWN Securities sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2025, closing a stake of 8,689 shares — an estimated $441K sold.

GWN Securities first reported a position in DJD in Q1 2025 and held it in 1 quarter. The position peaked at $441K in Q1 2025. 66 funds tracked by Wall St. Rank hold DJD as of Q2 2025.

  • GWN Securities reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 8,689 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2025, an estimated $441K.
  • GWN Securities first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $441K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.