JIP
DJD icon

Jaffetilchin Investment Partners’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$456K Sell
7,629
-1,428
-16% -$86.2K 0.03% 285
2025
Q4 		$518K Sell
9,057
-584
-6% -$32.9K 0.03% 265
2025
Q3 		$532K Buy
9,641
+39
+0.4% +$2.12K 0.03% 271
2025
Q2 		$511K Buy
9,602
+430
+5% +$22K 0.03% 258
2025
Q1 		$485K Sell
9,172
-238
-3% -$12.6K 0.04% 252
2024
Q4 		$477K Buy
9,410
+578
+7% +$30.2K 0.03% 235
2024
Q3 		$464K Buy
8,832
+474
+6% +$23.6K 0.04% 240
2024
Q2 		$396K Buy
8,358
+203
+2% +$9.61K 0.03% 248
2024
Q1 		$392K Sell
8,155
-398
-5% -$18.6K 0.04% 247
2023
Q4 		$394K Buy
+8,553
New +$364K 0.04% 246

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jaffetilchin Investment Partners's DJD Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 16% in Q1 2026, selling an estimated $86.2K and leaving 7,629 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #285.

Jaffetilchin Investment Partners first reported a position in DJD in Q4 2023 and has held it in 10 quarters since. The position peaked at $532K in Q3 2025. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Jaffetilchin Investment Partners held 7,629 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $456K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 1,428 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $86.2K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #285 holding.
  • Jaffetilchin Investment Partners first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • Jaffetilchin Investment Partners's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $532K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.