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

SYM Financial Corp’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 		$25.9K Buy
408
+3
+0.7% +$184 ﹤0.01% 457
2026
Q1 		$24.2K Buy
+405
New +$24.4K ﹤0.01% 384
2024
Q1 		– Sell
-804
Closed -$37K – 173
2023
Q4 		$37K Buy
+804
New +$34.2K 0.01% 148

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

SYM Financial Corp's DJD Position: Q2 2026 in Review

SYM Financial Corp increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 0.74% in Q2 2026, buying an estimated $184 and bringing the position to 408 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

SYM Financial Corp first reported a position in DJD in Q4 2023 and has held it in 3 quarters since. The position peaked at $37K in Q4 2023. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • SYM Financial Corp held 408 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $25.9K as of Q2 2026.
  • SYM Financial Corp bought 3 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $184.
  • Invesco Dow Jones Industrial Average Dividend ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #457 holding.
  • SYM Financial Corp first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2023 and has held it in 3 quarters since.
  • SYM Financial Corp's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $37K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.