KF
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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
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

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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