Sound Income Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History

Sound Income Strategies, LLC

$1.63 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	SELL	$47.46 - $53.19 $44,327 - $49,679	-934 Closed	0 $0
Q1 2025 Apr 17, 2025	BUY	$50.21 - $54.3 $46,896 - $50,716	934 New	934 $49,000

Others Institutions Holding DJD

# of Institutions

72

Shares Held

2.51M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

558K
Shares

$30.3 Million
0.01% of portfolio
Cibc World Market Inc. Toronto, A6

537K
Shares

$29.2 Million
0.06% of portfolio
Barry Investment Advisors, LLC

343K
Shares

$18.6 Million
4.65% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

221K
Shares

$12 Million
5.57% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$6.16 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker DJD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.