Steward Partners Investment Advisory’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Steward Partners Investment Advisory’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	$47.5K	Buy	795 +5	+0.6%	+$302	﹤0.01%	2811
2025 Q4	$45.2K	Buy	+790	New	+$44.5K	﹤0.01%	2726
2023 Q1	–	Sell	-60	Closed	-$2.62K	–	3335
2022 Q4	$2.62K	Buy	+60	New	+$2.56K	﹤0.01%	2960

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

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's DJD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 0.63% in Q1 2026, buying an estimated $302 and bringing the position to 795 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

Steward Partners Investment Advisory first reported a position in DJD in Q4 2022 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

Steward Partners Investment Advisory held 795 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $47.5K as of Q1 2026.
Steward Partners Investment Advisory bought 5 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $302.
Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2811 holding.
Steward Partners Investment Advisory first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2022 and has held it in 3 quarters since.
90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.