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Synergy Investment Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Synergy Investment Management’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 		$59.7K Buy
+1,000
New +$60.4K 0.02% 261
2025
Q2 		– Sell
-1,060
Closed -$56K – 196
2025
Q1 		$56K Sell
1,060
-4
-0.4% -$211 0.02% 219
2024
Q4 		$54K Buy
+1,064
New +$55.6K 0.02% 228

Other funds holding DJD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Bank of America
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 $12.5B AUM 18.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Synergy Investment Management's DJD Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2026: 1,000 shares worth $59.7K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in DJD as recently as Q1 2025.

Synergy Investment Management first reported a position in DJD in Q4 2024 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • Synergy Investment Management held 1,000 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $59.7K as of Q1 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF was a new Synergy Investment Management position in Q1 2026.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #261 holding.
  • Synergy Investment Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2024 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 Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.