Woodard & Company Asset Management Group’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Woodard & Company Asset Management Group’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	-3,000	Closed	-$171K	–	180
2025 Q4	$171K	Buy	+3,000	New	+$169K	0.03%	113

Other funds holding DJD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Woodard & Company Asset Management Group's DJD Position: Q1 2026 in Review

Woodard & Company Asset Management Group sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q1 2026, closing a stake of 3,000 shares — an estimated $171K sold.

Woodard & Company Asset Management Group first reported a position in DJD in Q4 2025 and held it in 1 quarter. The position peaked at $171K in Q4 2025. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

Woodard & Company Asset Management Group reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q1 2026 after selling out during the quarter.
Woodard & Company Asset Management Group sold 3,000 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $171K.
Woodard & Company Asset Management Group first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2025 and held it in 1 quarter.
Woodard & Company Asset Management Group's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $171K in Q4 2025.
90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.