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Regatta Research & Money Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Regatta Research & Money Management’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 		$1.12M Buy
+17,644
New +$1.08M 1.06% 20

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

Regatta Research & Money Management's DJD Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2026: 17,644 shares worth $1.12M. The stake represents 1.06% of the portfolio and ranks #20 among its holdings.

72 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Regatta Research & Money Management held 17,644 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $1.12M as of Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 1.06% of Regatta Research & Money Management's portfolio in Q2 2026, its #20 holding.
  • 72 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.