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

Kovitz Investment Group 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
2025 Q4	–	Sell	-5,468	Closed	-$302K	–	662
2025 Q3	$302K	Hold	5,468	–	–	﹤0.01%	1199
2025 Q2	$291K	Buy	+5,468	New	+$279K	﹤0.01%	1151

Other funds holding DJD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's DJD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2025, closing a stake of 5,468 shares — an estimated $302K sold.

Kovitz Investment Group Partners first reported a position in DJD in Q2 2025 and held it in 2 quarters. The position peaked at $302K in Q3 2025. 84 funds tracked by Wall St. Rank hold DJD as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 5,468 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2025, an estimated $302K.
Kovitz Investment Group Partners first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2025 and held it in 2 quarters.
Kovitz Investment Group Partners's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $302K in Q3 2025.
84 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.