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

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return