WIA
DJD icon

World Investment Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

World Investment Advisors’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 		$2.25M Buy
37,653
+278
+0.7% +$16.8K 0.04% 448
2025
Q4 		$2.14M Buy
+37,375
New +$2.11M 0.03% 452

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 $301M AUM 21.67% 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

World Investment Advisors's DJD Position: Q1 2026 in Review

World Investment Advisors increased its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 0.74% in Q1 2026, buying an estimated $16.8K and bringing the position to 37,653 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #448.

World Investment Advisors first reported a position in DJD in Q4 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold DJD as of Q1 2026.

  • World Investment Advisors held 37,653 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $2.25M as of Q1 2026.
  • World Investment Advisors bought 278 Invesco Dow Jones Industrial Average Dividend ETF shares in Q1 2026, an estimated $16.8K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.04% of World Investment Advisors's portfolio in Q1 2026, its #448 holding.
  • World Investment Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.