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

RMG Wealth 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 		$161K Buy
+2,858
New +$176K 0.02% 88

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

RMG Wealth Management's DJD Position: Q2 2026 in Review

RMG Wealth Management opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2026: 2,858 shares worth $161K. The stake represents 0.02% of the portfolio and ranks #88 among its holdings.

97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • RMG Wealth Management held 2,858 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $161K as of Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF was a new RMG Wealth Management position in Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.02% of RMG Wealth Management's portfolio in Q2 2026, its #88 holding.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

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