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

HHM 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	$199K	Hold	3,139	–	–	0.02%	213
2026 Q1	$188K	Sell	3,139 -121	-4%	-$7.3K	0.02%	201
2025 Q4	$186K	Hold	3,260	–	–	0.02%	206
2025 Q3	$180K	Hold	3,260	–	–	0.02%	220
2025 Q2	$173K	Hold	3,260	–	–	0.02%	222
2025 Q1	$172K	Hold	3,260	–	–	0.02%	203
2024 Q4	$165K	Hold	3,260	–	–	0.02%	204
2024 Q3	$171K	Sell	3,260 -200	-6%	-$9.97K	0.02%	193
2024 Q2	$164K	Hold	3,460	–	–	0.02%	195
2024 Q1	$166K	Sell	3,460 -1,820	-34%	-$84.8K	0.03%	166
2023 Q4	$243K	Buy	5,280 +1,640	+45%	+$69.8K	0.04%	126
2023 Q3	$150K	Sell	3,640 -9,935	-73%	-$427K	0.03%	154
2023 Q2	$579K	Buy	13,575 +5,000	+58%	+$213K	0.11%	67
2023 Q1	$367K	Hold	8,575	–	–	0.07%	83
2022 Q4	$374K	Buy	+8,575	New	+$366K	0.09%	77

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

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

HHM Wealth Advisors held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q2 2026 at 3,139 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #213.

HHM Wealth Advisors first reported a position in DJD in Q4 2022 and has held it in 15 quarters since. The position peaked at $579K in Q2 2023. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

HHM Wealth Advisors held 3,139 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $199K as of Q2 2026.
HHM Wealth Advisors left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q2 2026.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #213 holding.
HHM Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2022 and has held it in 15 quarters since.
HHM Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $579K in Q2 2023.
97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

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