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

WCG Wealth Advisors’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 		$3.05M Buy
48,177
+2,083
+5% +$128K 0.07% 240
2026
Q1 		$2.75M Buy
+46,094
New +$2.78M 0.08% 232

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WCG Wealth Advisors's DJD Position: Q2 2026 in Review

WCG Wealth Advisors increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 4.5% in Q2 2026, buying an estimated $128K and bringing the position to 48,177 shares worth $3.05M. The position accounts for 0.07% of the portfolio, ranked #240.

WCG Wealth Advisors first reported a position in DJD in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • WCG Wealth Advisors held 48,177 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $3.05M as of Q2 2026.
  • WCG Wealth Advisors bought 2,083 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $128K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #240 holding.
  • WCG Wealth Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.