INVESCO EXCHANGE TRADED FD T's ticker is DJD and the CUSIP is 46137V605.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,907 | -3.5% | 9,769 | -0.4% | 0.02% | -5.6% |
| Q2 2023 | $418,649 | -34.7% | 9,809 | -34.6% | 0.02% | -40.0% |
| Q1 2023 | $641,443 | +15.5% | 14,994 | +17.9% | 0.03% | +7.1% |
| Q4 2022 | $555,181 | +26.2% | 12,716 | +8.5% | 0.03% | +12.0% |
| Q3 2022 | $440,000 | -10.9% | 11,725 | 0.0% | 0.02% | -7.4% |
| Q2 2022 | $494,000 | +142.2% | 11,725 | +126.9% | 0.03% | -40.0% |
| Q4 2019 | $204,000 | – | 5,168 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Heartland Consultants, Inc. | 41,501 | $1,771,000 | 0.27% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 34,314 | $1,464,000 | 0.15% |
| Bison Wealth, LLC | 7,420 | $317,000 | 0.14% |
| NTV ASSET MANAGEMENT LLC | 8,825 | $377,000 | 0.06% |
| FLOW TRADERS U.S. LLC | 26,057 | $1,112,000 | 0.04% |
| PARK AVENUE SECURITIES LLC | 41,920 | $1,789,000 | 0.04% |
| Retirement Group, LLC | 1,217 | $52,000 | 0.02% |
| LPL Financial LLC | 507,562 | $21,658,000 | 0.02% |
| American Portfolios Advisors | 7,449 | $317,849 | 0.01% |
| Belpointe Asset Management LLC | 3,396 | $145,000 | 0.01% |