Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (DJD)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (DJD) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.9K+ 8.73% |
$2.25M - $2.44M
|
558K
$30.1M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.6KNew |
$681K - $737K
|
13.6K
$731K
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.7K+ 5.62% |
$637K - $689K
|
238K
$12.8M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.69KNew |
$436K - $472K
|
8.69K
$468K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.59K+ 325.72% |
$431K - $466K
|
11.2K
$604K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.91K+ 80.87% |
$397K - $430K
|
17.7K
$952K
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.32K+ 2.26% |
$368K - $398K
|
332K
$17.9M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.49K+ 10.55% |
$326K - $353K
|
68K
$3.66M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.11KNew |
$307K - $332K
|
6.11K
$329K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.39K+ 74.19% |
$271K - $293K
|
12.7K
$682K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.35KNew |
$269K - $291K
|
5.35K
$288K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.9K+ 6.81% |
$246K - $266K
|
76.8K
$4.13M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.56KNew |
$229K - $248K
|
4.56K
$246K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.78K+ 3.45% |
$190K - $205K
|
113K
$6.11M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.43K+ 12.48% |
$172K - $186K
|
30.9K
$1.66M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.84K+ 7.98% |
$92.1K - $99.6K
|
24.8K
$1.34M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.75K+ 4.76% |
$87.6K - $94.8K
|
38.4K
$2.07M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 67.17% |
$80.4K - $87K
|
3.99K
$215K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
934New |
$46.9K - $50.7K
|
934
$50.3K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
768+ 16.34% |
$38.6K - $41.7K
|
5.47K
$294K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
729+ 1.81% |
$36.6K - $39.6K
|
41K
$2.21M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
493New |
$24.8K - $26.8K
|
493
$26.5K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
437+ 4.45% |
$21.9K - $23.7K
|
10.3K
$552K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
314+ 299.05% |
$15.8K - $17.1K
|
419
$22.6K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
248+ 953.85% |
$12.5K - $13.5K
|
274
$14.8K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60+ 0.34% |
$3.01K - $3.26K
|
17.8K
$959K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38New |
$1.91K - $2.06K
|
38
$2.05K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20New |
$1K - $1.09K
|
20
$1.08K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 1.89% |
$402 - $434
|
432
$23.3K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.15% |
$301 - $326
|
3.89K
$209K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
3+ 0.2% |
$151 - $163
|
1.47K
$79.1K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4- 0.38% |
$201 - $217
|
1.06K
$57.1K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26- 0.09% |
$1.31K - $1.41K
|
30.5K
$1.64M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-32- 0.34% |
$1.61K - $1.74K
|
9.29K
$500K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-117- 7.14% |
$5.87K - $6.35K
|
1.52K
$81.9K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-171- 1.92% |
$8.59K - $9.29K
|
8.75K
$471K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-238- 2.53% |
$11.9K - $12.9K
|
9.17K
$494K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-277- 5.49% |
$13.9K - $15K
|
4.76K
$256K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-279- 34.7% |
$14K - $15.1K
|
525
$28.3K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-318- 1.09% |
$16K - $17.3K
|
28.9K
$1.55M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-374- 4.6% |
$18.8K - $20.3K
|
7.75K
$417K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-476- 3.18% |
$23.9K - $25.8K
|
14.5K
$779K
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-1K- 9.1% |
$50.4K - $54.5K
|
10K
$539K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.01K- 11.27% |
$50.7K - $54.8K
|
7.94K
$428K
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-1.26K- 3.33% |
$63.2K - $68.3K
|
36.5K
$1.96M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.71K- 14.07% |
$85.8K - $92.8K
|
10.4K
$562K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.13K- 32.54% |
$107K - $116K
|
4.42K
$238K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.95K- 53.02% |
$299K - $323K
|
5.27K
$284K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.9K- 51.03% |
$847K - $916K
|
16.2K
$871K
|