Morgan Stanley
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Morgan Stanley’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Morgan Stanley’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 		$135K Buy
2,129
+142
+7% +$8.73K ﹤0.01% 6127
2026
Q1 		$119K Buy
1,987
+283
+17% +$17.1K ﹤0.01% 6083
2025
Q4 		$97.4K Buy
1,704
+471
+38% +$26.5K ﹤0.01% 6214
2025
Q3 		$68.1K Sell
1,233
-1,203
-49% -$65.2K ﹤0.01% 6301
2025
Q2 		$130K Sell
2,436
-1,551
-39% -$79.2K ﹤0.01% 6032
2025
Q1 		$211K Buy
3,987
+1,602
+67% +$84.7K ﹤0.01% 5708
2024
Q4 		$121K Sell
2,385
-283
-11% -$14.8K ﹤0.01% 5980
2024
Q3 		$140K Sell
2,668
-14
-0.5% -$698 ﹤0.01% 5874
2024
Q2 		$127K Buy
2,682
+825
+44% +$39.1K ﹤0.01% 5877
2024
Q1 		$89.3K Buy
1,857
+66
+4% +$3.08K ﹤0.01% 6040
2023
Q4 		$82.4K Sell
1,791
-87
-5% -$3.71K ﹤0.01% 6019
2023
Q3 		$77.6K Buy
1,878
+1,445
+334% +$62.1K ﹤0.01% 5994
2023
Q2 		$18.5K Buy
433
+432
+43,200% +$18.4K ﹤0.01% 6598
2023
Q1 		$43 Hold
1
– – ﹤0.01% 7616
2022
Q4 		$44 Hold
1
– – ﹤0.01% 7739
2022
Q3 		$0 Sell
1
-177
-99% -$7.43K ﹤0.01% 7731
2022
Q2 		$7K Sell
178
-93
-34% -$4.18K ﹤0.01% 7314
2022
Q1 		$12K Sell
271
-693
-72% -$31.6K ﹤0.01% 7343
2021
Q4 		$44K Buy
+964
New +$42.5K ﹤0.01% 6868
2021
Q1 		– Sell
-410
Closed -$16K – 7494
2020
Q4 		$16K Sell
410
-100
-20% -$3.65K ﹤0.01% 6494
2020
Q3 		$18K Sell
510
-456
-47% -$15.9K ﹤0.01% 6099
2020
Q2 		$32K Buy
966
+852
+747% +$28.2K ﹤0.01% 5846
2020
Q1 		$3K Buy
+114
New +$4.08K ﹤0.01% 6322
2017
Q2 		– Sell
-502
Closed -$15K – 6598
2017
Q1 		$15K Buy
+502
New +$14.9K ﹤0.01% 6149

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

Morgan Stanley's DJD Position: Q2 2026 in Review

Morgan Stanley increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 7.1% in Q2 2026, buying an estimated $8.73K and bringing the position to 2,129 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #6127.

Morgan Stanley first reported a position in DJD in Q1 2017 and has held it in 24 quarters since. The position peaked at $211K in Q1 2025. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Morgan Stanley held 2,129 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $135K as of Q2 2026.
  • Morgan Stanley bought 142 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $8.73K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6127 holding.
  • Morgan Stanley first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2017 and has held it in 24 quarters since.
  • Morgan Stanley's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $211K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.