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Storen Legacy Partners’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Storen Legacy Partners’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 		$518K Buy
8,179
+50
+0.6% +$3.07K 0.14% 70
2026
Q1 		$486K Sell
8,129
-1,186
-13% -$71.6K 0.15% 65
2025
Q4 		$532K Buy
+9,315
New +$525K 0.17% 40

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

Storen Legacy Partners's DJD Position: Q2 2026 in Review

Storen Legacy Partners increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 0.62% in Q2 2026, buying an estimated $3.07K and bringing the position to 8,179 shares worth $518K. The position accounts for 0.14% of the portfolio, ranked #70.

Storen Legacy Partners first reported a position in DJD in Q4 2025 and has held it in 3 quarters since. The position peaked at $532K in Q4 2025. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • Storen Legacy Partners held 8,179 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $518K as of Q2 2026.
  • Storen Legacy Partners bought 50 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $3.07K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.14% of Storen Legacy Partners's portfolio in Q2 2026, its #70 holding.
  • Storen Legacy Partners first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • Storen Legacy Partners's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $532K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.