MRA Advisory Group’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

MRA Advisory 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	$16M	Buy	252,799 +3,870	+2%	+$238K	5.81%	2
2026 Q1	$14.9M	Buy	248,929 +1,717	+0.7%	+$104K	6.06%	2
2025 Q4	$14.1M	Buy	247,212 +13,053	+6%	+$735K	5.93%	2
2025 Q3	$12.9M	Buy	234,159 +13,635	+6%	+$739K	5.64%	3
2025 Q2	$11.7M	Sell	220,524 -17,645	-7%	-$901K	5.49%	4
2025 Q1	$12.6M	Buy	238,169 +12,682	+6%	+$670K	6.71%	2
2024 Q4	$11.4M	Sell	225,487 -6,989	-3%	-$365K	6.06%	3
2024 Q3	$12.2M	Sell	232,476 -8,222	-3%	-$410K	6.68%	2
2024 Q2	$11.4M	Buy	240,698 +3,586	+2%	+$170K	6.52%	2
2024 Q1	$11.4M	Buy	237,112 +12,905	+6%	+$601K	6.8%	2
2023 Q4	$10.3M	Buy	224,207 +117,283	+110%	+$5M	6.8%	2
2023 Q3	$4.42M	Sell	106,924 -1,161	-1%	-$49.9K	3.16%	6
2023 Q2	$4.61M	Sell	108,085 -4,783	-4%	-$204K	3.17%	8
2023 Q1	$4.83M	Sell	112,868 -11,987	-10%	-$520K	3.48%	4
2022 Q4	$5.45M	Sell	124,855 -75,861	-38%	-$3.24M	4.29%	4
2022 Q3	$7.61M	Buy	200,716 +121,123	+152%	+$5.09M	6.48%	2
2022 Q2	$3.36M	Buy	+79,593	New	+$3.58M	2.93%	10

Other funds holding DJD

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MRA Advisory Group's DJD Position: Q2 2026 in Review

MRA Advisory Group increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 1.6% in Q2 2026, buying an estimated $238K and bringing the position to 252,799 shares worth $16M. The position accounts for 5.81% of the portfolio, ranked #2.

MRA Advisory Group first reported a position in DJD in Q2 2022 and has held it in 17 quarters since. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

MRA Advisory Group held 252,799 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $16M as of Q2 2026.
MRA Advisory Group bought 3,870 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $238K.
Invesco Dow Jones Industrial Average Dividend ETF made up 5.81% of MRA Advisory Group's portfolio in Q2 2026, its #2 holding.
MRA Advisory Group first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q2 2022 and has held it in 17 quarters since.
97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.