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Innovative Asset Advisors Group’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-526
Closed -$31.4K – 476
2026
Q1 		$31.4K Buy
+526
New +$31.7K 0.02% 406

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
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Bank of America
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Innovative Asset Advisors Group's DJD Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2026, closing a stake of 526 shares — an estimated $31.4K sold.

Innovative Asset Advisors Group first reported a position in DJD in Q1 2026 and held it in 1 quarter. The position peaked at $31.4K in Q1 2026. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 526 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $31.4K.
  • Innovative Asset Advisors Group first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $31.4K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.