World Investment Advisors
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
Q2 		$2.27M Sell
36,308
-1,345
-4% -$82.7K 0.04% 441
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 $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

World Investment Advisors's DJD Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco Dow Jones Industrial Average Dividend ETF (DJD) stake by 3.6% in Q2 2026, selling an estimated $82.7K and leaving 36,308 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #441.

World Investment Advisors first reported a position in DJD in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold DJD as of Q2 2026.

  • World Investment Advisors held 36,308 shares of Invesco Dow Jones Industrial Average Dividend ETF worth $2.27M as of Q2 2026.
  • World Investment Advisors sold 1,345 Invesco Dow Jones Industrial Average Dividend ETF shares in Q2 2026, an estimated $82.7K.
  • Invesco Dow Jones Industrial Average Dividend ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #441 holding.
  • World Investment Advisors first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.