Public ownership evidence

Invesco Dow Jones Industrial Average Dividend ETF (DJD) Ownership Disclosures

Read DJD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Dow Jones Industrial Average Dividend ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Synergy Investment Management, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
1,000
Value (USD)
$63,370
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002053786-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DJD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DJD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Synergy Investment Management, LLC2026-06-302026-08-151,000$63,370None
WCG Wealth Advisors LLC2026-06-302026-08-1548,177$3,052,957None
IFG Advisory, LLC2026-06-302026-08-15632$40,055None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,545$161,277None
OSAIC HOLDINGS, INC.2026-06-302026-08-1539,319$2,492,225None
Regal Investment Advisors LLC2026-06-302026-08-154,322$273,886None
Medallion Wealth Advisors, LLC2026-06-302026-08-15450$28,516None
VAN DEN BERG MANAGEMENT I, INC2026-06-302026-08-15150$9,505None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1514,896$945,900None
ROYAL BANK OF CANADA2026-06-302026-08-15660$42,000None
ROYAL BANK OF CANADA2026-06-302026-08-1523,016$1,459,000None
World Investment Advisors2026-06-302026-08-1536,308$2,271,253None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1510,407$659,492None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1519,220$1,217,984None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1522,037$1,396,506None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15100$6,337None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15114,786$7,273,989None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1532,970$2,089,309None
CreativeOne Wealth, LLC2026-06-302026-08-1418,468$1,170,306None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14801$50,733None
UBS Group AG2026-06-302026-08-147,770$492,385None
Mariner, LLC2026-06-302026-08-144,652$294,785None
Creative Planning2026-06-302026-08-143,313$209,913None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1456$3,549None
CIBC WORLD MARKET INC.2026-06-302026-08-14470,413$29,810,072None
CIBC Bancorp USA Inc.2026-06-302026-08-14501$31,757None
CIBC Bancorp USA Inc.2026-06-302026-08-1410,000$633,700None
RMG Wealth Management LLC2026-06-302026-08-142,858$160,998None
VANGUARD ADVISERS INC2026-06-302026-08-14317$20,109None
MORGAN STANLEY2026-06-302026-08-14142$8,999None
MORGAN STANLEY2026-06-302026-08-141,986$125,853None
MORGAN STANLEY2026-06-302026-08-141$74None
FMR LLC2026-06-302026-08-144,142$262,506None
Regatta Research & Money Management2026-06-302026-08-131,795$113,750None
Regatta Research & Money Management2026-06-302026-08-131,520$96,323None
Regatta Research & Money Management2026-06-302026-08-131,408$89,225None
Regatta Research & Money Management2026-06-302026-08-131,249$79,150None
Regatta Research & Money Management2026-06-302026-08-13990$62,737None
Regatta Research & Money Management2026-06-302026-08-13949$60,139None
Regatta Research & Money Management2026-06-302026-08-13948$60,075None
Regatta Research & Money Management2026-06-302026-08-13750$47,528None
Regatta Research & Money Management2026-06-302026-08-13622$39,417None
Regatta Research & Money Management2026-06-302026-08-13583$36,945None
Regatta Research & Money Management2026-06-302026-08-13483$30,608None
Regatta Research & Money Management2026-06-302026-08-13422$26,743None
Regatta Research & Money Management2026-06-302026-08-13416$26,362None
Regatta Research & Money Management2026-06-302026-08-13390$24,715None
Regatta Research & Money Management2026-06-302026-08-13369$23,384None
Regatta Research & Money Management2026-06-302026-08-13340$21,546None
Regatta Research & Money Management2026-06-302026-08-13313$19,835None

90-day public filing window, up to 50 source positions.

Synergy Investment Management, LLC ↗WCG Wealth Advisors LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Regal Investment Advisors LLC ↗Medallion Wealth Advisors, LLC ↗VAN DEN BERG MANAGEMENT I, INC ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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