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

Merit Financial Group’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 		$288K Sell
4,544
-240
-5% -$14.8K ﹤0.01% 1839
2026
Q1 		$286K Sell
4,784
-151
-3% -$9.11K ﹤0.01% 1685
2025
Q4 		$282K Sell
4,935
-910
-16% -$51.3K ﹤0.01% 1597
2025
Q3 		$323K Sell
5,845
-4,983
-46% -$270K ﹤0.01% 1406
2025
Q2 		$576K Sell
10,828
-5,355
-33% -$273K 0.01% 1037
2025
Q1 		$855K Sell
16,183
-16,863
-51% -$891K 0.01% 709
2024
Q4 		$1.68M Sell
33,046
-3,822
-10% -$200K 0.03% 389
2024
Q3 		$1.94M Sell
36,868
-5,841
-14% -$291K 0.04% 278
2024
Q2 		$2.02M Sell
42,709
-46,462
-52% -$2.2M 0.04% 266
2024
Q1 		$4.19M Buy
89,171
+22,611
+34% +$1.05M 0.1% 163
2023
Q4 		$3.06M Sell
66,560
-24,449
-27% -$1.04M 0.09% 144
2023
Q3 		$3.76M Buy
91,009
+12,529
+16% +$538K 0.12% 131
2023
Q2 		$3.35M Sell
78,480
-3,819
-5% -$163K 0.11% 144
2023
Q1 		$3.52M Sell
82,299
-1,251
-1% -$54.3K 0.13% 120
2022
Q4 		$3.65M Sell
83,550
-6,678
-7% -$285K 0.13% 123
2022
Q3 		$3.38M Buy
90,228
+1,501
+2% +$63K 0.15% 93
2022
Q2 		$3.74M Buy
+88,727
New +$3.99M 0.12% 115

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Merit Financial Group's DJD Position: Q2 2026 in Review

Merit Financial Group reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 5% in Q2 2026, selling an estimated $14.8K and leaving 4,544 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Merit Financial Group first reported a position in DJD in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.19M in Q1 2024. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Merit Financial Group held 4,544 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $288K as of Q2 2026.
  • Merit Financial Group sold 240 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $14.8K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1839 holding.
  • Merit Financial Group first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $4.19M in Q1 2024.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.