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

IFP 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	$220K	Buy	3,466 +1	+0%	+$61	﹤0.01%	1461
2026 Q1	$207K	Sell	3,465 -242	-7%	-$14.6K	﹤0.01%	1383
2025 Q4	$212K	Hold	3,707	–	–	﹤0.01%	1345
2025 Q3	$205K	Buy	3,707 +1	+0%	+$54	0.01%	1275
2025 Q2	$197K	Sell	3,706 -183	-5%	-$9.35K	0.01%	1278
2025 Q1	$205K	Buy	3,889 +6	+0.2%	+$317	0.01%	1162
2024 Q4	$197K	Buy	3,883 +187	+5%	+$9.78K	0.01%	1131
2024 Q3	$194K	Sell	3,696 -715	-16%	-$35.6K	0.01%	1104
2024 Q2	$209K	Sell	4,411 -76	-2%	-$3.6K	0.01%	1024
2024 Q1	$216K	Buy	4,487 +2	+0%	+$93	0.01%	963
2023 Q4	$206K	Buy	4,485 +10	+0.2%	+$426	0.01%	932
2023 Q3	$185K	Sell	4,475 -499	-10%	-$21.4K	0.01%	999
2023 Q2	$212K	Buy	4,974 +11	+0.2%	+$468	0.01%	988
2023 Q1	$167K	Sell	4,963 -2,226	-31%	-$96.6K	0.01%	1016
2022 Q4	$242K	Buy	7,189 +3,756	+109%	+$160K	0.01%	1259
2022 Q3	$116K	Hold	3,433	–	–	﹤0.01%	1755
2022 Q2	$116K	Hold	3,433	–	–	﹤0.01%	1593
2022 Q1	$116K	Buy	3,433 +326	+10%	+$14.8K	﹤0.01%	1593
2021 Q4	$141K	Buy	3,107 +7	+0.2%	+$309	﹤0.01%	1116
2021 Q3	$133K	Hold	3,100	–	–	﹤0.01%	1158
2021 Q2	$137K	Hold	3,100	–	–	﹤0.01%	1084
2021 Q1	$134K	Hold	3,100	–	–	﹤0.01%	1027
2020 Q4	$118K	Hold	3,100	–	–	﹤0.01%	1053
2020 Q3	$107K	Hold	3,100	–	–	0.01%	962
2020 Q2	$103K	Sell	3,100 -2,874	-48%	-$95.1K	0.01%	913
2020 Q1	$181K	Buy	5,974 +2,635	+79%	+$94.4K	0.02%	606
2019 Q4	$132K	Buy	3,339 +239	+8%	+$9.12K	0.01%	806
2019 Q3	$115K	Buy	+3,100	New	+$115K	0.01%	996
2019 Q1	$113K	Hold	3,100	–	–	0.02%	647
2018 Q4	$102K	Buy	+3,100	New	+$108K	0.01%	1184
2016 Q2	–	Sell	-3,100	Closed	-$113K	–	3874
2016 Q1	$113K	Buy	+3,100	New	+$76.6K	0.02%	647

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

IFP Advisors's DJD Position: Q2 2026 in Review

IFP Advisors increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 0.03% in Q2 2026, buying an estimated $61 and bringing the position to 3,466 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

IFP Advisors first reported a position in DJD in Q1 2016 and has held it in 31 quarters since. The position peaked at $242K in Q4 2022. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

IFP Advisors held 3,466 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $220K as of Q2 2026.
IFP Advisors bought 1 Invesco Dow Jones Industrial Average Dividend ETF share in Q2 2026, an estimated $61.
Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1461 holding.
IFP Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2016 and has held it in 31 quarters since.
IFP Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $242K in Q4 2022.
97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.