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

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return