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Transform Wealth’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Transform Wealth’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
2025
Q1 		$289K Buy
5,468
+768
+16% +$40.6K 0.02% 208
2024
Q4 		$238K Buy
4,700
+300
+7% +$15.7K 0.01% 239
2024
Q3 		$231K Buy
+4,400
New +$219K 0.02% 202

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
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 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 $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return

Transform Wealth's DJD Position: Q1 2025 in Review

Transform Wealth increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 16% in Q1 2025, buying an estimated $40.6K and bringing the position to 5,468 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #208.

Transform Wealth first reported a position in DJD in Q3 2024 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold DJD as of Q1 2025.

  • Transform Wealth held 5,468 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $289K as of Q1 2025.
  • Transform Wealth bought 768 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2025, an estimated $40.6K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #208 holding.
  • Transform Wealth first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2024 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.