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Institute for Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Institute for Wealth Management’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 		$38.9K Buy
+614
New +$37.7K ﹤0.01% 941

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $466M AUM
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Institute for Wealth Management's DJD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2026: 614 shares worth $38.9K. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

57 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Institute for Wealth Management held 614 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $38.9K as of Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #941 holding.
  • 57 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.