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Principal Securities’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Principal Securities’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 		$908K Sell
15,200
-1,293
-8% -$78K 0.01% 756
2025
Q4 		$942K Sell
16,493
-109,261
-87% -$6.16M 0.01% 715
2025
Q3 		$6.94M Buy
125,754
+18,151
+17% +$984K 0.11% 169
2025
Q2 		$5.72M Buy
107,603
+107,062
+19,790% +$5.47M 0.11% 182
2025
Q1 		$27.4K Hold
541
– – ﹤0.01% 2037
2024
Q4 		$27.4K Sell
541
-947
-64% -$49.5K ﹤0.01% 2033
2024
Q3 		$78.3K Hold
1,488
– – ﹤0.01% 1501
2024
Q2 		$70.4K Sell
1,488
-1,039
-41% -$49.2K ﹤0.01% 1457
2024
Q1 		$121K Hold
2,527
– – ﹤0.01% 1200
2023
Q4 		$116K Buy
+2,527
New +$108K ﹤0.01% 1142

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
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
DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's DJD Position: Q1 2026 in Review

Principal Securities reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 7.8% in Q1 2026, selling an estimated $78K and leaving 15,200 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #756.

Principal Securities first reported a position in DJD in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.94M in Q3 2025. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Principal Securities held 15,200 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $908K as of Q1 2026.
  • Principal Securities sold 1,293 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $78K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #756 holding.
  • Principal Securities first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $6.94M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.