Medallion Wealth Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Medallion Wealth Advisors’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	$26.9K	Hold	450	–	–	0.01%	593
2025 Q4	$25.7K	Hold	450	–	–	0.01%	592
2025 Q3	$24.8K	Hold	450	–	–	0.01%	595
2025 Q2	$24.2K	Sell	450 -2,000	-82%	-$102K	0.01%	583
2025 Q1	$129K	Hold	2,450	–	–	0.06%	268
2024 Q4	$128K	Buy	+2,450	New	+$128K	0.06%	256

Other funds holding DJD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Medallion Wealth Advisors's DJD Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q1 2026 at 450 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #593.

Medallion Wealth Advisors first reported a position in DJD in Q4 2024 and has held it in 6 quarters since. The position peaked at $129K in Q1 2025. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

Medallion Wealth Advisors held 450 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $26.9K as of Q1 2026.
Medallion Wealth Advisors left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q1 2026.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #593 holding.
Medallion Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $129K in Q1 2025.
90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.