Kingswood Wealth Advisors
DJD icon

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

Kingswood Wealth 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 		$358K Hold
5,653
– – 0.01% 713
2026
Q1 		$338K Buy
+5,653
New +$341K 0.02% 675

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 $267M AUM 19.2% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Kingswood Wealth Advisors's DJD Position: Q2 2026 in Review

Kingswood Wealth Advisors held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q2 2026 at 5,653 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #713.

Kingswood Wealth Advisors first reported a position in DJD in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Kingswood Wealth Advisors held 5,653 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $358K as of Q2 2026.
  • Kingswood Wealth Advisors left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #713 holding.
  • Kingswood Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.