LPL Financial
DJD icon

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

LPL 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 		$32.6M Sell
515,213
-2,101
-0.4% -$129K 0.01% 1262
2026
Q1 		$30.9M Sell
517,314
-127,087
-20% -$7.67M 0.01% 1179
2025
Q4 		$36.8M Buy
644,401
+65,189
+11% +$3.67M 0.01% 1032
2025
Q3 		$32M Sell
579,212
-2,608
-0.4% -$141K 0.01% 1073
2025
Q2 		$30.9M Buy
581,820
+23,473
+4% +$1.2M 0.01% 1006
2025
Q1 		$29.5M Buy
558,347
+44,850
+9% +$2.37M 0.01% 928
2024
Q4 		$26M Sell
513,497
-7,587
-1% -$397K 0.01% 942
2024
Q3 		$27.4M Sell
521,084
-46,868
-8% -$2.34M 0.01% 881
2024
Q2 		$26.9M Sell
567,952
-69,505
-11% -$3.29M 0.01% 834
2024
Q1 		$30.6M Sell
637,457
-274,731
-30% -$12.8M 0.02% 749
2023
Q4 		$42M Sell
912,188
-316,136
-26% -$13.5M 0.03% 560
2023
Q3 		$50.8M Buy
1,228,324
+82,305
+7% +$3.54M 0.04% 451
2023
Q2 		$48.9M Buy
1,146,019
+90,305
+9% +$3.84M 0.03% 454
2023
Q1 		$45.2M Sell
1,055,714
-137,137
-11% -$5.95M 0.04% 448
2022
Q4 		$52.1M Buy
1,192,851
+296,429
+33% +$12.7M 0.04% 383
2022
Q3 		$33.6M Buy
896,422
+101,253
+13% +$4.25M 0.03% 454
2022
Q2 		$33.5M Buy
795,169
+156,108
+24% +$7.02M 0.03% 450
2022
Q1 		$29.4M Sell
639,061
-7,643
-1% -$348K 0.03% 520
2021
Q4 		$29.4M Buy
646,704
+139,142
+27% +$6.14M 0.02% 524
2021
Q3 		$21.7M Buy
507,562
+121,380
+31% +$5.34M 0.02% 597
2021
Q2 		$17M Buy
386,182
+73,730
+24% +$3.26M 0.02% 651
2021
Q1 		$13.5M Sell
312,452
-54,732
-15% -$2.23M 0.02% 697
2020
Q4 		$14M Buy
367,184
+45,060
+14% +$1.64M 0.02% 599
2020
Q3 		$11.1M Buy
322,124
+6,886
+2% +$239K 0.02% 597
2020
Q2 		$10.5M Buy
315,238
+269,697
+592% +$8.93M 0.02% 577
2020
Q1 		$1.37M Buy
45,541
+24,726
+119% +$886K ﹤0.01% 1420
2019
Q4 		$821K Buy
20,815
+3,055
+17% +$117K ﹤0.01% 1981
2019
Q3 		$661K Buy
17,760
+231
+1% +$8.57K ﹤0.01% 2051
2019
Q2 		$648K Sell
17,529
-12,847
-42% -$469K ﹤0.01% 2060
2019
Q1 		$1.1M Buy
+30,376
New +$1.07M ﹤0.01% 1594

Other funds holding DJD

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 $276M AUM 31.26% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Envestnet Asset Management
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's DJD Position: Q2 2026 in Review

LPL Financial reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 0.41% in Q2 2026, selling an estimated $129K and leaving 515,213 shares worth $32.6M. The position accounts for 0.01% of the portfolio, ranked #1262.

LPL Financial first reported a position in DJD in Q1 2019 and has held it in 30 quarters since. The position peaked at $52.1M in Q4 2022. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • LPL Financial held 515,213 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $32.6M as of Q2 2026.
  • LPL Financial sold 2,101 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $129K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1262 holding.
  • LPL Financial first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2019 and has held it in 30 quarters since.
  • LPL Financial's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $52.1M in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.