Private Wealth Asset Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Private Wealth Asset Management’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	$2.92K	Hold	46	–	–	﹤0.01%	831
2026 Q1	$2.75K	Hold	46	–	–	﹤0.01%	829
2025 Q4	$2.63K	Hold	46	–	–	﹤0.01%	815
2025 Q3	$2.54K	Buy	+46	New	+$2.49K	﹤0.01%	803

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

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 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

Private Wealth Asset Management's DJD Position: Q2 2026 in Review

Private Wealth Asset Management held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q2 2026 at 46 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Private Wealth Asset Management first reported a position in DJD in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

Private Wealth Asset Management held 46 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $2.92K as of Q2 2026.
Private Wealth Asset Management left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q2 2026.
Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #831 holding.
Private Wealth Asset Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2025 and has held it in 4 quarters since.
97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.