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Disclosery

DJD INVESCO EXCHANGE TRADED FD T

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DJ INDL AVG DV (fund)

68 managers (68 13F filers) reported a position in DJD shares at 2024-12-31, 2,518,179 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
68
13F filers
68
New
7
Added
22
Reduced
16
Sold out
3
Shares held by filers
2,518,179

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CIBC WORLD MARKET INC.566,286$28.7M0.07%-19,57213F-HRTimeline
LPL Financial LLC513,497$26M0.01%-7,58713F-HRTimeline
Barry Investment Advisors, LLC324,627$16.5M5.29%+18,90413F-HRTimeline
MRA Advisory Group225,487$11.4M6.06%-6,98913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,664$5.56M<0.01%-2,61313F-HRTimelineGroup
WealthPlan Investment Management, LLC76,268$3.87M0.38%new13F-HRTimeline
Integrated Wealth Concepts LLC71,892$3.65M0.04%+12,57313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,523$3.12M<0.01%+35213F-HRTimeline
Cetera Investment Advisers40,297$2.04M<0.01%+1,06313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY37,736$1.91M2.11%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,657$1.86M<0.01%13F-HR/ATimelineGroup
Merit Financial Group, LLC33,046$1.68M0.03%-3,82213F-HRTimeline
Venture Visionary Partners LLC31,249$1.58M0.07%+8613F-HR/ATimeline
Janney Montgomery Scott LLC30,533$1.55M<0.01%-3713F-HRTimeline
Sigma Planning Corp29,771$1.51M0.05%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,175$1.48M0.06%-5713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,479$1.39M<0.01%+3,20713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,007$1.17M0.03%+2,35013F-HRTimelineGroup
Keebeck Wealth Management21,050$1.07M0.15%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,753$900K<0.01%-45213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,952$758K<0.01%+48113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,059$662K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG12,146$616K<0.01%-3,08113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,059$612K<0.01%+89713F-HR/ATimelineGroup
Three Cord True Wealth Management, LLC11,021$559K0.48%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,000$507K<0.01%013F-HRTimelineGroup
NTV Asset Management LLC9,925$503K0.07%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC9,824$498K0.1%+43113F-HRTimeline
Jaffetilchin Investment Partners, LLC9,410$477K0.03%+57813F-HRTimeline
Good Life Advisors, LLC9,317$473K0.03%-4,51513F-HRTimeline
MML INVESTORS SERVICES, LLC8,952$454K<0.01%+3,86613F-HRTimeline
HARBOUR INVESTMENTS, INC.8,919$452K0.01%-17013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,127$412K<0.01%+37413F-HRTimelineGroup
Astoria Portfolio Advisors LLC.7,400$377K0.13%013F-HRTimeline
GTS SECURITIES LLC7,268$369K0.02%-18,52813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,548$332K<0.01%-2,12413F-HRTimelineGroup
Apella Capital, LLC5,673$288K0.01%013F-HRTimeline
Perennial Investment Advisors, LLC5,535$281K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…5,041$256K<0.01%-7,82713F-HRTimeline
Transform Wealth, LLC4,700$238K0.01%+30013F-HRTimeline
Creekside Partners4,000$203K0.11%013F-HRTimeline
IFP Advisors, Inc3,883$197K0.01%+18713F-HRTimeline
HHM Wealth Advisors, LLC3,260$165K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,636$134K<0.01%+1,74413F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,450$128K0.06%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,385$121K<0.01%-28313F-HR/ATimelineGroup
NEW WAVE WEALTH ADVISORS LLC2,370$120K0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,639$83.1K<0.01%+22113F-HRTimelineGroup
Pflug Koory, LLC1,467$74.4K0.04%+413F-HRTimeline
Synergy Investment Management, LLC1,064$54K0.02%13F-HRTimeline
FMR LLCin group FMR LLC1,063$53.9K<0.01%+61413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/804$40.8K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC791$40.1K<0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD635$32.2K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC541$27.4K<0.01%-94713F-HRTimelineGroup
Geneos Wealth Management Inc.424$21.5K<0.01%+113F-HRTimeline
POM Investment Strategies, LLC369$18.7K0.01%new13F-HRTimeline
PSI Advisors, LLC352$17.8K0.01%+313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC240$12.2K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…200$10.1K<0.01%013F-HRTimeline
Fairscale Capital, LLC200$10.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc156$7.91K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC150$7.61K<0.01%013F-HRTimeline
AE Wealth Management LLC105$5.33K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC56$2.84K<0.01%013F-HRTimeline
Global Retirement Partners, LLC40$2.03K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26$1.33K<0.01%+2513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.