Jones Financial Companies
DJD icon

Jones Financial Companies’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Jones Financial Companies’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 		$678K Buy
11,506
+3,067
+36% +$185K ﹤0.01% 1889
2025
Q4 		$482K Buy
8,439
+1,688
+25% +$95.1K ﹤0.01% 1530
2025
Q3 		$369K Buy
6,751
+471
+8% +$25.5K ﹤0.01% 1521
2025
Q2 		$331K Buy
6,280
+1,008
+19% +$51.5K ﹤0.01% 1447
2025
Q1 		$276K Buy
5,272
+2,636
+100% +$139K ﹤0.01% 1364
2024
Q4 		$134K Buy
2,636
+1,744
+196% +$91.2K ﹤0.01% 1520
2024
Q3 		$46.8K Buy
+892
New +$44.5K ﹤0.01% 1666

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 $279M AUM 13.75% 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 $301M AUM 21.67% 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

Jones Financial Companies's DJD Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 36% in Q1 2026, buying an estimated $185K and bringing the position to 11,506 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Jones Financial Companies first reported a position in DJD in Q3 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Jones Financial Companies held 11,506 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $678K as of Q1 2026.
  • Jones Financial Companies bought 3,067 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $185K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1889 holding.
  • Jones Financial Companies first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2024 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.