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Get Institutions for : 
Invesco Dow Jones Industrial Average Dividend ETF (DJD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    2
Total shares held : 
3,329,325  
% of shares held : 
14.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
915,081  
% of shares held change : 
  3.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 44,592
 1.34%
 
Increased Positions :
24
 1,381,458
 41.49%
 
Unchanged Positions :
11
 40,092
 1.2%
 
Decreased Positions :
19
-414,120
-12.44%
 
Closed Positions :
5
-96,849
-2.91%
 
Guru Positions :
1
150
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 747 - 2024-03-31 637,457 $30,630,000 -274,731
   COMMONWEALTH EQUITY SERVICES LLC. 1512 - 2024-03-31 59,966 $2,881,000 -1,312
   Integrated Wealth Concepts LLC 398 - 2023-12-31 54,521 $2,509,000 -10,084
   JANNEY MONTGOMERY SCOTT LLC 1308 - 2024-03-31 30,028 $1,443,000 -1,351
   ICA Group Wealth Management LLC 96 - 2023-12-31 20,549 $946,000 -2,721
   Advisor Group Holdings Inc. 2511 - 2024-03-31 16,896 $812,000 -785
   ROYAL BANK OF CANADA 3464 - 2023-12-31 13,558 $624,000 -612
   PARK AVENUE SECURITIES LLC 996 - 2024-03-31 9,494 $456,000 -5,240
   Kestra Advisory Services LLC 1612 - 2023-12-31 9,154 $421,000 -524
   GREAT VALLEY ADVISOR GROUP INC. 531 - 2024-03-31 8,762 $421,000 -712
   FINANCIAL NETWORK 2185 - 2023-12-31 7,039 $324,000 -219
   Perennial Investment Advisors LLC 264 - 2023-12-31 5,715 $263,000 -660
   Lakeview Capital Partners LLC 356 - 2024-03-31 5,294 $254,000 -223
   HIGHTOWER ADVISORS, LLC 2879 - 2024-03-31 4,603 $219,000 -582
   Stratos Wealth Advisors LLC 618 - 2024-03-31 4,382 $211,000 -153
   MORGAN STANLEY 5810 - 2023-12-31 1,791 $82,000 -87
   Geneos Wealth Management Inc. 1225 - 2024-03-31 662 $32,000 -677
   Financial Advisory Service Inc. 444 - 2024-03-31 1 $0 -642
   WELLS FARGO & CO/MN 6523 - 2024-03-31 1 $0 -85

  19 Records found
  1    
  Page 1 of 1
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