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Sunbelt Securities’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Sunbelt Securities’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 		$2.27K Hold
38
– – ﹤0.01% 1900
2025
Q4 		$2.17K Hold
38
– – ﹤0.01% 1865
2025
Q3 		$2.1K Buy
+38
New +$2.06K ﹤0.01% 1855
2025
Q2 		– Sell
-38
Closed -$2.01K – 1824
2025
Q1 		$2.01K Buy
+38
New +$2.01K ﹤0.01% 1573

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 $267M AUM 19.2% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 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
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sunbelt Securities's DJD Position: Q1 2026 in Review

Sunbelt Securities held its Invesco Dow Jones Industrial Average Dividend ETF (DJD) position steady in Q1 2026 at 38 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Sunbelt Securities first reported a position in DJD in Q1 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Sunbelt Securities held 38 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $2.27K as of Q1 2026.
  • Sunbelt Securities left its Invesco Dow Jones Industrial Average Dividend ETF share count unchanged in Q1 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1900 holding.
  • Sunbelt Securities first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.