WealthPlan Investment Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

WealthPlan Investment Management’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 Q3	$417K	Sell	6,629 -1,504	-18%	-$97.6K	0.02%	344
2026 Q2	$515K	Sell	8,133 -437	-5%	-$26.9K	0.03%	313
2026 Q1	$512K	Sell	8,570 -5,469	-39%	-$330K	0.03%	295
2025 Q4	$802K	Sell	14,039 -1,378	-9%	-$77.6K	0.05%	213
2025 Q3	$851K	Sell	15,417 -810	-5%	-$43.9K	0.06%	187
2025 Q2	$863K	Sell	16,227 -3,362	-17%	-$172K	0.06%	188
2025 Q1	$1.03M	Sell	19,589 -56,679	-74%	-$3M	0.1%	133
2024 Q4	$3.87M	Buy	+76,268	New	+$3.99M	0.38%	77

Other funds holding DJD

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

WealthPlan Investment Management's DJD Position: Q3 2026 in Review

WealthPlan Investment Management reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 18% in Q3 2026, selling an estimated $97.6K and leaving 6,629 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #344.

WealthPlan Investment Management first reported a position in DJD in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.87M in Q4 2024. 11 funds tracked by Wall St. Rank hold DJD as of Q3 2026.

WealthPlan Investment Management held 6,629 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $417K as of Q3 2026.
WealthPlan Investment Management sold 1,504 Invesco Dow Jones Industrial Average Dividend ETF shares in Q3 2026, an estimated $97.6K.
Invesco Dow Jones Industrial Average Dividend ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q3 2026, its #344 holding.
WealthPlan Investment Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2024 and has held it in 8 quarters since.
WealthPlan Investment Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $3.87M in Q4 2024.
11 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.