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

Krilogy Financial’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	$283K	Buy	4,463 +1	+0%	+$61	0.01%	842
2026 Q1	$268K	Sell	4,462 -2	-0%	-$121	0.01%	786
2025 Q4	$264K	Hold	4,464	–	–	0.01%	782
2025 Q3	$247K	Buy	+4,464	New	+$242K	0.01%	749
2023 Q4	–	Sell	-23,244	Closed	-$961K	–	203
2023 Q3	$961K	Sell	23,244 -21,440	-48%	-$921K	0.09%	146
2023 Q2	$1.91M	Sell	44,684 -15,375	-26%	-$654K	0.17%	107
2023 Q1	$2.57M	Buy	60,059 +8,370	+16%	+$363K	0.22%	90
2022 Q4	$2.26M	Buy	+51,689	New	+$2.21M	0.21%	82

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

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

IWC

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Krilogy Financial's DJD Position: Q2 2026 in Review

Krilogy Financial increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 0.02% in Q2 2026, buying an estimated $61 and bringing the position to 4,463 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #842.

Krilogy Financial first reported a position in DJD in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.57M in Q1 2023. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

Krilogy Financial held 4,463 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $283K as of Q2 2026.
Krilogy Financial bought 1 Invesco Dow Jones Industrial Average Dividend ETF share in Q2 2026, an estimated $61.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #842 holding.
Krilogy Financial first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2022 and has held it in 8 quarters since.
Krilogy Financial's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $2.57M in Q1 2023.
97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.