SPAS
DJD icon

Spectrum Planning & Advisory Services’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Spectrum Planning & Advisory Services’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 		$214K Buy
+3,374
New +$207K 0.1% 106

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

Spectrum Planning & Advisory Services's DJD Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q2 2026: 3,374 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #106 among its holdings.

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

  • Spectrum Planning & Advisory Services held 3,374 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $214K as of Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF was a new Spectrum Planning & Advisory Services position in Q2 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.1% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #106 holding.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.