William Blair & Company
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William Blair & Company’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

William Blair & Company’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 		– Sell
-477
Closed -$27.3K – 1947
2025
Q4 		$27.3K Buy
477
+3
+0.6% +$169 ﹤0.01% 1706
2025
Q3 		$26.2K Buy
+474
New +$25.7K ﹤0.01% 1699

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 $303M AUM 18.62% 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 $401M AUM 36.5% 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

William Blair & Company's DJD Position: Q1 2026 in Review

William Blair & Company sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2026, closing a stake of 477 shares — an estimated $27.3K sold.

William Blair & Company first reported a position in DJD in Q3 2025 and held it in 2 quarters. The position peaked at $27.3K in Q4 2025. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • William Blair & Company reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • William Blair & Company sold 477 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $27.3K.
  • William Blair & Company first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2025 and held it in 2 quarters.
  • William Blair & Company's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $27.3K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.