Stifel Financial
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Stifel Financial’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Stifel Financial’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 		$842K Sell
13,290
-2,251
-14% -$138K ﹤0.01% 2667
2026
Q1 		$928K Sell
15,541
-769
-5% -$46.4K ﹤0.01% 2494
2025
Q4 		$932K Sell
16,310
-99
-0.6% -$5.58K ﹤0.01% 2487
2025
Q3 		$906K Sell
16,409
-694
-4% -$37.6K ﹤0.01% 2452
2025
Q2 		$910K Sell
17,103
-710
-4% -$36.3K ﹤0.01% 2394
2025
Q1 		$941K Buy
17,813
+60
+0.3% +$3.17K ﹤0.01% 2274
2024
Q4 		$900K Sell
17,753
-452
-2% -$23.6K ﹤0.01% 2315
2024
Q3 		$957K Buy
18,205
+28
+0.2% +$1.4K ﹤0.01% 2259
2024
Q2 		$860K Sell
18,177
-433
-2% -$20.5K ﹤0.01% 2263
2024
Q1 		$894K Sell
18,610
-506
-3% -$23.6K ﹤0.01% 2253
2023
Q4 		$880K Buy
19,116
+169
+0.9% +$7.2K ﹤0.01% 2219
2023
Q3 		$783K Sell
18,947
-826
-4% -$35.5K ﹤0.01% 2213
2023
Q2 		$844K Sell
19,773
-36
-0.2% -$1.53K ﹤0.01% 2186
2023
Q1 		$847K Sell
19,809
-1,724
-8% -$74.8K ﹤0.01% 2170
2022
Q4 		$940K Sell
21,533
-607
-3% -$25.9K ﹤0.01% 2049
2022
Q3 		$830K Buy
22,140
+100
+0.5% +$4.2K ﹤0.01% 2102
2022
Q2 		$929K Buy
22,040
+617
+3% +$27.8K ﹤0.01% 2051
2022
Q1 		$987K Buy
21,423
+146
+0.7% +$6.65K ﹤0.01% 2122
2021
Q4 		$966K Sell
21,277
-250
-1% -$11K ﹤0.01% 2160
2021
Q3 		$919K Buy
21,527
+7,895
+58% +$347K ﹤0.01% 2155
2021
Q2 		$600K Sell
13,632
-600
-4% -$26.5K ﹤0.01% 2473
2021
Q1 		$615K Buy
14,232
+482
+4% +$19.6K ﹤0.01% 2344
2020
Q4 		$526K Buy
13,750
+300
+2% +$10.9K ﹤0.01% 2291
2020
Q3 		$463K Sell
13,450
-1,200
-8% -$41.7K ﹤0.01% 2133
2020
Q2 		$490K Sell
14,650
-150
-1% -$4.96K ﹤0.01% 2055
2020
Q1 		$442K Sell
14,800
-1,936
-12% -$69.4K ﹤0.01% 1944
2019
Q4 		$663K Buy
16,736
+1,660
+11% +$63.3K ﹤0.01% 2084
2019
Q3 		$559K Buy
15,076
+3,365
+29% +$125K ﹤0.01% 2110
2019
Q2 		$432K Buy
11,711
+3,831
+49% +$140K ﹤0.01% 2284
2019
Q1 		$286K Buy
+7,880
New +$278K ﹤0.01% 2397

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

Stifel Financial's DJD Position: Q2 2026 in Review

Stifel Financial reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 14% in Q2 2026, selling an estimated $138K and leaving 13,290 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Stifel Financial first reported a position in DJD in Q1 2019 and has held it in 30 quarters since. The position peaked at $987K in Q1 2022. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Stifel Financial held 13,290 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $842K as of Q2 2026.
  • Stifel Financial sold 2,251 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $138K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2667 holding.
  • Stifel Financial first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2019 and has held it in 30 quarters since.
  • Stifel Financial's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $987K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.