VVP
DJD icon

Venture Visionary Partners’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Venture Visionary Partners’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 		$1.87M Hold
31,249
– – 0.06% 234
2025
Q4 		$1.79M Hold
31,249
– – 0.06% 239
2025
Q3 		$1.73M Hold
31,249
– – 0.06% 229
2025
Q2 		$1.66M Hold
31,249
– – 0.06% 227
2025
Q1 		$1.65M Hold
31,249
– – 0.07% 218
2024
Q4 		$1.58M Buy
31,249
+86
+0.3% +$4.5K 0.07% 222
2024
Q3 		$1.64M Buy
31,163
+9,765
+46% +$487K 0.07% 219
2024
Q2 		$1.01M Buy
21,398
+2,399
+13% +$114K 0.05% 272
2024
Q1 		$913K Hold
18,999
– – 0.04% 285
2023
Q4 		$874K Buy
+18,999
New +$809K 0.05% 270

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 $279M AUM 13.75% 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 $301M AUM 21.67% 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