INVESCO EXCHANGE TRADED FD T's ticker is DJD and the CUSIP is 46137V605.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,580 | -0.3% | 38,203 | +2.9% | 0.01% | 0.0% |
| Q2 2023 | $1,584 | +23.1% | 37,109 | +23.3% | 0.01% | +20.0% |
| Q1 2023 | $1,287 | +100.8% | 30,091 | +104.9% | 0.01% | +150.0% |
| Q4 2022 | $641 | -99.9% | 14,685 | +2.9% | 0.00% | 0.0% |
| Q3 2022 | $535,000 | -3.3% | 14,265 | +9.8% | 0.00% | 0.0% |
| Q2 2022 | $553,000 | -9.9% | 12,996 | -2.5% | 0.00% | -33.3% |
| Q1 2022 | $614,000 | +6.0% | 13,336 | +4.6% | 0.00% | +50.0% |
| Q4 2021 | $579,000 | +88.6% | 12,753 | +77.1% | 0.00% | +100.0% |
| Q3 2021 | $307,000 | +12.0% | 7,199 | +15.8% | 0.00% | 0.0% |
| Q2 2021 | $274,000 | +32.4% | 6,215 | +29.7% | 0.00% | 0.0% |
| Q1 2021 | $207,000 | – | 4,790 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MRA Advisory Group | 112,868 | $4,828,512 | 3.48% |
| BEAM WEALTH ADVISORS, INC. | 44,103 | $1,886,737 | 1.89% |
| SOUTHERN CAPITAL ADVISORS, LLC | 9,690 | $414,556 | 0.31% |
| Krilogy Financial LLC | 60,059 | $2,569,325 | 0.22% |
| Bard Financial Services, Inc. | 53,225 | $2,276,966 | 0.18% |
| Acorn Wealth Advisors, LLC | 4,826 | $206,477 | 0.15% |
| Astoria Portfolio Advisors LLC. | 7,400 | $318,348 | 0.13% |
| Merit Financial Group, LLC | 82,299 | $3,520,743 | 0.13% |
| ICA Group Wealth Management, LLC | 11,277 | $482,427 | 0.12% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 29,399 | $1,257,689 | 0.08% |