Three Cord True Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Three Cord True Wealth 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 Q2	$535K	Sell	8,442 -333	-4%	-$20.5K	0.25%	24
2026 Q1	$524K	Hold	8,775	–	–	0.29%	21
2025 Q4	$501K	Hold	8,775	–	–	0.29%	23
2025 Q3	$485K	Sell	8,775 -704	-7%	-$38.2K	0.33%	20
2025 Q2	$504K	Sell	9,479 -539	-5%	-$27.5K	0.38%	20
2025 Q1	$529K	Sell	10,018 -1,003	-9%	-$53K	0.45%	16
2024 Q4	$559K	Buy	+11,021	New	+$576K	0.48%	17

Other funds holding DJD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Three Cord True Wealth Management's DJD Position: Q2 2026 in Review

Three Cord True Wealth Management reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 3.8% in Q2 2026, selling an estimated $20.5K and leaving 8,442 shares worth $535K. The position accounts for 0.25% of the portfolio, ranked #24.

Three Cord True Wealth Management first reported a position in DJD in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2024. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

Three Cord True Wealth Management held 8,442 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $535K as of Q2 2026.
Three Cord True Wealth Management sold 333 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $20.5K.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.25% of Three Cord True Wealth Management's portfolio in Q2 2026, its #24 holding.
Three Cord True Wealth Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Three Cord True Wealth Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $559K in Q4 2024.
97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Three Cord True Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.