Wealthcare Advisory Partners’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Wealthcare Advisory 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 Q2	$986K	Buy	15,567 +1,317	+9%	+$80.9K	0.02%	525
2026 Q1	$851K	Sell	14,250 -1,603	-10%	-$96.7K	0.02%	562
2025 Q4	$906K	Sell	15,853 -7,657	-33%	-$431K	0.02%	540
2025 Q3	$1.3M	Buy	23,510 +196	+0.8%	+$10.6K	0.03%	432
2025 Q2	$1.24M	Sell	23,314 -1,528	-6%	-$78K	0.03%	427
2025 Q1	$1.31M	Buy	24,842 +1,835	+8%	+$97K	0.04%	384
2024 Q4	$1.17M	Buy	23,007 +2,350	+11%	+$123K	0.03%	387
2024 Q3	$1.09M	Buy	20,657 +4,850	+31%	+$242K	0.03%	403
2024 Q2	$748K	Buy	15,807 +2,693	+21%	+$128K	0.02%	455
2024 Q1	$630K	Buy	13,114 +487	+4%	+$22.7K	0.02%	495
2023 Q4	$581K	Buy	12,627 +2,991	+31%	+$127K	0.02%	457
2023 Q3	$398K	Sell	9,636 -382	-4%	-$16.4K	0.02%	485
2023 Q2	$428K	Buy	10,018 +440	+5%	+$18.7K	0.02%	480
2023 Q1	$410K	Buy	+9,578	New	+$416K	0.02%	505

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

Wealthcare Advisory Partners's DJD Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 9.2% in Q2 2026, buying an estimated $80.9K and bringing the position to 15,567 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #525.

Wealthcare Advisory Partners first reported a position in DJD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q1 2025. 97 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

Wealthcare Advisory Partners held 15,567 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $986K as of Q2 2026.
Wealthcare Advisory Partners bought 1,317 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $80.9K.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #525 holding.
Wealthcare Advisory Partners first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Wealthcare Advisory Partners's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $1.31M in Q1 2025.
97 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.