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Disclosery

DJD INVESCO EXCHANGE TRADED FD T

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DJ INDL AVG DV (fund)

70 managers (70 13F filers) reported a position in DJD shares at 2025-09-30, 2,396,929 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
70
13F filers
70
New
10
Added
23
Reduced
19
Sold out
6
Shares held by filers
2,396,929

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC579,212$32M0.01%-2,60813F-HRTimeline
CIBC WORLD MARKET INC.511,286$28.2M0.06%-6,24013F-HRTimeline
MRA Advisory Group234,159$12.9M5.64%+13,63513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/131,852$7.28M<0.01%+5,10013F-HR/ATimelineGroup
Integrated Wealth Concepts LLC128,478$7.09M0.06%+40,45513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125,754$6.94M0.11%+18,15113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC91,881$5.07M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers44,442$2.45M<0.01%+1,74513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,587$2.41M<0.01%-1,58413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,664$1.97M<0.01%-413F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY32,862$1.81M1.36%-1,95013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,349$1.77M<0.01%-44713F-HRTimelineGroup
Venture Visionary Partners LLC31,249$1.73M0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,104$1.72M<0.01%-35,35713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,661$1.53M0.05%+34013F-HRTimelineGroup
Keebeck Wealth Management26,390$1.46M0.17%+5,34013F-HRTimeline
Janney Montgomery Scott LLC23,560$1.3M<0.01%-5,47813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,510$1.3M0.03%+19613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,409$906K<0.01%-69413F-HRTimelineGroup
WealthPlan Investment Management, LLC15,417$851K0.06%-81013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,934$769K<0.01%+22913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,379$573K<0.01%+1,99413F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC10,335$571K0.09%+1113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,000$552K<0.01%013F-HRTimelineGroup
NTV Asset Management LLC9,925$548K0.06%013F-HRTimeline
Jaffetilchin Investment Partners, LLC9,641$532K0.03%+3913F-HRTimeline
Private Advisor Group, LLC9,353$516K<0.01%+2,56013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,096$502K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,014$498K0.01%+2213F-HRTimeline
Three Cord True Wealth Management, LLC8,775$485K0.33%-70413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,115$448K<0.01%-1813F-HRTimelineGroup
Barry Investment Advisors, LLC7,565$417K0.1%-335,06113F-HRTimeline
Astoria Portfolio Advisors LLC.7,400$408K0.11%013F-HRTimeline
UBS Group AGin group UBS Group AG7,098$392K<0.01%-1,74113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,751$369K<0.01%+47113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,001$331K<0.01%-2,09613F-HRTimeline
Merit Financial Group, LLC5,845$323K<0.01%-4,98313F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,592$309K0.02%-46413F-HRTimelineGroup
NorthCoast Asset Management LLC5,468$302K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…5,107$282K<0.01%-66413F-HRTimeline
First Heartland Consultants, Inc.4,879$269K0.02%+113F-HRTimeline
Krilogy Financial LLC4,464$247K0.01%new13F-HRTimeline
Prospera Financial Services Inc4,437$245K<0.01%+1413F-HRTimeline
Creekside Partners4,000$221K0.1%013F-HRTimeline
HighTower Advisors, LLC3,843$212K<0.01%new13F-HRTimeline
BRIGHTON JONES LLC3,778$209K0.01%new13F-HRTimeline
IFP Advisors, Inc3,707$205K0.01%+113F-HR/ATimeline
HHM Wealth Advisors, LLC3,260$180K0.02%013F-HRTimeline
FMR LLCin group FMR LLC2,330$129K<0.01%+73513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,522$84K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,485$82K<0.01%013F-HRTimelineGroup
Pflug Koory, LLC1,477$81.5K0.04%+413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,233$68.1K<0.01%-1,20313F-HR/ATimelineGroup
Asset Dedication, LLC791$43.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL474$26.2K<0.01%new13F-HRTimeline
AE Wealth Management LLC474$26.2K<0.01%+9713F-HRTimeline
Bogart Wealth, LLC465$25.7K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC450$24.8K0.01%013F-HRTimeline
Geneos Wealth Management Inc.433$23.9K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc200$11K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…200$11K<0.01%013F-HRTimeline
Fairscale Capital, LLC200$11K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN180$9.91K<0.01%+17813F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC150$8.28K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$5.52K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC53$2.92K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC46$2.54K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC40$2.21K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.38$2.1K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC0$25<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.