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Regal Investment Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Regal Investment Advisors’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 		$245K Buy
+4,095
New +$247K 0.01% 577

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

Regal Investment Advisors's DJD Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2026: 4,095 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings.

90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Regal Investment Advisors held 4,095 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $245K as of Q1 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF was a new Regal Investment Advisors position in Q1 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #577 holding.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.