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 Q3	$287K	Hold	4,463	–	–	0.01%	880
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

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Krilogy Financial's DJD Position: Q3 2026 in Review

Krilogy Financial held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q3 2026 at 4,463 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #880.

Krilogy Financial first reported a position in DJD in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.57M in Q1 2023. 8 funds tracked by Wall St. Rank hold DJD as of Q3 2026.

Krilogy Financial held 4,463 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $287K as of Q3 2026.
Krilogy Financial left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q3 2026.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #880 holding.
Krilogy Financial first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2022 and has held it in 9 quarters since.
Krilogy Financial's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $2.57M in Q1 2023.
8 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.