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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 2025-06-30, 2,642,091 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
68
13F filers
68
New
9
Added
23
Reduced
20
Sold out
8
Shares held by filers
2,642,091

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC581,820$30.9M0.01%+23,47313F-HRTimeline
CIBC WORLD MARKET INC.517,526$27.5M0.06%-19,87713F-HRTimeline
Barry Investment Advisors, LLC342,626$18.2M4.54%+10,67613F-HRTimeline
MRA Advisory Group220,524$11.7M5.49%-17,64513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/126,752$6.74M<0.01%+13,30913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC107,603$5.72M0.11%+107,06213F-HRTimelineGroup
Integrated Wealth Concepts LLC88,023$4.68M0.05%+11,23313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,461$3.54M<0.01%-1,55413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,171$2.4M<0.01%+6,76913F-HRTimelineGroup
Cetera Investment Advisers42,697$2.27M<0.01%+1,67113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,668$1.9M<0.01%+4,76013F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY34,812$1.85M1.63%-1,66613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,796$1.74M<0.01%+15,10513F-HR/ATimelineGroup
Venture Visionary Partners LLC31,249$1.66M0.06%013F-HRTimeline
Janney Montgomery Scott LLC29,038$1.54M<0.01%-1,46913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,321$1.45M0.05%-1,53613F-HRTimelineGroup
GTS SECURITIES LLC24,031$1.28M0.06%+11,37113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,314$1.24M0.03%-1,52813F-HRTimelineGroup
Keebeck Wealth Management21,050$1.12M0.15%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,103$910K<0.01%-71013F-HRTimelineGroup
WealthPlan Investment Management, LLC16,227$863K0.06%-3,36213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,705$729K<0.01%-77113F-HR/ATimelineGroup
Good Life Advisors, LLC11,547$614K0.04%+2,26213F-HRTimeline
Merit Financial Group, LLC10,828$576K0.01%-5,35513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,324$549K0.11%+6313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,000$532K<0.01%013F-HRTimelineGroup
NTV Asset Management LLC9,925$528K0.06%013F-HRTimeline
WORLD EQUITY GROUP, INC.9,916$527K0.14%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC9,602$511K0.03%+43013F-HRTimeline
Three Cord True Wealth Management, LLC9,479$504K0.38%-53913F-HR/ATimeline
HARBOUR INVESTMENTS, INC.8,992$478K0.01%+24413F-HRTimeline
UBS Group AGin group UBS Group AG8,839$470K<0.01%-1,59813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,385$446K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,133$433K<0.01%+38013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,097$431K<0.01%+15413F-HRTimeline
Astoria Portfolio Advisors LLC.7,400$400K0.11%013F-HRTimeline
Private Advisor Group, LLC6,793$361K<0.01%+68813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,280$331K<0.01%+1,00813F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,056$322K0.02%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,771$307K<0.01%+1,00713F-HRTimeline
NorthCoast Asset Management LLC5,468$291K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.4,878$259K0.02%new13F-HRTimeline
Prospera Financial Services Inc4,423$235K<0.01%new13F-HRTimeline
Creekside Partners4,000$213K0.1%013F-HRTimeline
IFP Advisors, Inc3,706$197K0.01%-18313F-HRTimeline
HHM Wealth Advisors, LLC3,260$173K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,436$130K<0.01%-1,55113F-HRTimelineGroup
FMR LLCin group FMR LLC1,595$84.8K<0.01%+24713F-HRTimelineGroup
Berkshire Money Management, Inc.1,551$82.5K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,522$81K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,485$79K<0.01%+96013F-HRTimelineGroup
Pflug Koory, LLC1,473$78.4K0.04%+313F-HRTimeline
CWM, LLCin group CWM, LLC1,359$72K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC791$42.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC450$24.2K0.01%-2,00013F-HRTimeline
Geneos Wealth Management Inc.432$23K<0.01%013F-HRTimeline
AE Wealth Management LLC377$20.1K<0.01%-4213F-HRTimeline
AdvisorNet Financial, Inc200$10.6K<0.01%+4413F-HRTimeline
Capital Investment Advisory Services, L…200$10.6K<0.01%013F-HRTimeline
Fairscale Capital, LLC200$10.6K0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC150$7.98K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC136$7.25K<0.01%-35713F-HRTimeline
Costello Asset Management, INC53$2.8K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC40$2.13K<0.01%13F-HRTimeline
CoreCap Advisors, LLC20$1.06K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$97<0.01%-27213F-HRTimelineGroup
Sound Income Strategies, LLC0$24<0.01%-93413F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.