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Disclosery

DJD INVESCO EXCHANGE TRADED FD T

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DJ INDL AVG DV (fund)

67 managers (67 13F filers) reported a position in DJD shares at 2025-03-31, 2,493,388 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
67
13F filers
67
New
9
Added
23
Reduced
19
Sold out
9
Shares held by filers
2,493,388

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC558,347$29.5M0.01%+44,85013F-HRTimeline
CIBC WORLD MARKET INC.537,403$28.4M0.06%-28,88313F-HRTimeline
Barry Investment Advisors, LLC331,950$17.5M4.66%+7,32313F-HRTimeline
MRA Advisory Group238,169$12.6M6.71%+12,68213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/113,443$5.99M<0.01%+3,77913F-HRTimelineGroup
Integrated Wealth Concepts LLC76,790$4.06M0.05%+4,89813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,015$3.59M0.01%+6,49213F-HRTimeline
Cetera Investment Advisers41,026$2.17M<0.01%+72913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,402$2.03M<0.01%+1,74513F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY36,478$1.93M1.96%-1,25813F-HRTimeline
Venture Visionary Partners LLC31,249$1.65M0.07%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,908$1.63M<0.01%+3,42913F-HRTimelineGroup
Janney Montgomery Scott LLC30,507$1.61M<0.01%-2613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,857$1.52M0.06%-31813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,842$1.31M0.04%+1,83513F-HRTimelineGroup
Keebeck Wealth Management21,050$1.11M0.16%013F-HRTimeline
WealthPlan Investment Management, LLC19,589$1.03M0.1%-56,67913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,813$941K<0.01%+6013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,691$935K<0.01%+5,63213F-HRTimelineGroup
Merit Financial Group, LLC16,183$855K0.01%-16,86313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,476$765K<0.01%-47613F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC13,572$717K0.01%new13F-HRTimeline
GTS SECURITIES LLC12,660$669K0.03%+5,39213F-HRTimeline
UBS Group AGin group UBS Group AG10,437$551K<0.01%-1,70913F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC10,261$542K0.11%+43713F-HRTimeline
Three Cord True Wealth Management, LLC10,018$529K0.45%-1,00313F-HRTimeline
NTV Asset Management LLC9,925$524K0.07%013F-HRTimeline
Good Life Advisors, LLC9,285$491K0.03%-3213F-HRTimeline
Jaffetilchin Investment Partners, LLC9,172$485K0.04%-23813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,000$475K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,748$462K0.01%-17113F-HRTimeline
GWN SECURITIES INC.8,689$441K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC7,943$420K<0.01%-1,00913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,753$410K<0.01%-37413F-HRTimelineGroup
Astoria Portfolio Advisors LLC.7,400$367K0.12%013F-HRTimeline
Private Advisor Group, LLC6,105$323K<0.01%new13F-HRTimeline
Transform Wealth, LLC5,468$289K0.02%+76813F-HRTimeline
Advisor Resource Council5,350$283K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,272$276K<0.01%+2,63613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…4,764$252K<0.01%-27713F-HRTimeline
Creative Planningin group Creative Planning4,562$241K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,417$233K<0.01%-2,13113F-HRTimelineGroup
Creekside Partners4,000$211K0.11%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,987$211K<0.01%+1,60213F-HRTimelineGroup
IFP Advisors, Inc3,889$205K0.01%+613F-HRTimeline
HHM Wealth Advisors, LLC3,260$172K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC2,450$129K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,522$80.4K<0.01%-11713F-HRTimelineGroup
Pflug Koory, LLC1,470$77.7K0.04%+313F-HRTimeline
FMR LLCin group FMR LLC1,348$71.2K<0.01%+28513F-HRTimelineGroup
Synergy Investment Management, LLC1,060$56K0.02%-413F-HRTimeline
Sound Income Strategies, LLC934$49.4K<0.01%new13F-HRTimeline
Asset Dedication, LLC791$41.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/525$27.7K<0.01%-27913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC541$27.4K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC493$26K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.432$22.8K<0.01%+813F-HRTimeline
AE Wealth Management LLC419$22.1K<0.01%+31413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN274$14.5K<0.01%+24813F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC240$12.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…200$10.6K<0.01%013F-HRTimeline
Fairscale Capital, LLC200$10.6K0.01%013F-HRTimeline
AdvisorNet Financial, Inc156$8.24K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC150$7.92K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.38$2.01K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC20$1.06K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.