Institutional Ownership Invesco Exchange Traded Fd Tr (DJD)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (DJD). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 2.49 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
791
shares
|
$40,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
635
shares
|
$32,334
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
420
shares
|
$21,386
0.0% of portfolio
|
Q2 2024
Reduced 36.56%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
349
shares
|
$17,771
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
221
shares
|
$11,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
200
shares
|
$10,184
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
200
shares
|
$10,184
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
156
shares
|
$7,943
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2024 Q2 2024 |
150
shares
|
$7,638
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
75
shares
|
$3,819
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
56
shares
|
$2,851
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
40
shares
|
$2,036
0.0% of portfolio
|
Q1 2023
Reduced 99.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q1 2024
Reduced 98.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|