Occidental Asset Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is CSD and the CUSIP is 46137V159. A total of 32 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$560,266
-1.4%
10,0000.0%0.13%
+0.8%
Q2 2023$568,227
+0.4%
10,0000.0%0.13%
-8.5%
Q1 2023$566,070
+8.1%
10,0000.0%0.14%
-1.4%
Q4 2022$523,815
+9.8%
10,0000.0%0.14%0.0%
Q3 2022$477,000
-4.4%
10,0000.0%0.14%
-3.4%
Q2 2022$499,000
-17.0%
10,0000.0%0.15%
-3.9%
Q1 2022$601,000
-3.4%
10,0000.0%0.15%
+4.1%
Q4 2021$622,000
-1.1%
10,0000.0%0.15%
-9.2%
Q3 2021$629,000
-2.5%
10,0000.0%0.16%
-4.7%
Q2 2021$645,000
+2.5%
10,0000.0%0.17%
-8.6%
Q1 2021$629,000
+13.5%
10,0000.0%0.19%
+1.6%
Q4 2020$554,000
+27.6%
10,0000.0%0.18%
+1.7%
Q3 2020$434,000
+15.1%
10,0000.0%0.18%
+8.4%
Q2 2020$377,000
+32.3%
10,0000.0%0.17%
+16.8%
Q1 2020$285,000
-59.5%
10,000
-28.1%
0.14%
-50.2%
Q4 2019$703,000
+8.8%
13,9000.0%0.29%
+5.9%
Q3 2019$646,000
-8.2%
13,900
-1.4%
0.27%
-14.5%
Q2 2019$704,000
-0.8%
14,1000.0%0.32%
-7.0%
Q1 2019$710,000
+18.9%
14,1000.0%0.34%
+1.2%
Q4 2018$597,000
-22.9%
14,1000.0%0.34%
-12.7%
Q3 2018$774,000
+1.2%
14,1000.0%0.39%
-5.4%
Q2 2018$765,00014,1000.41%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Partners Investment Group LLC 64,619$3,452,8530.19%
Institute for Wealth Management, LLC. 17,576$984,7400.18%
Peak Asset Management, LLC 9,912$555,3270.13%
Occidental Asset Management, LLC 10,000$560,2660.13%
Western Pacific Wealth Management, LP 1,500$84,0400.07%
Phocas Financial Corp. 7,764$434,9870.06%
Tradition Wealth Management, LLC 769$430.01%
COMMONWEALTH EQUITY SERVICES, LLC 4,894$2740.00%
DUNCKER STREETT & CO INC 100$5,6030.00%
IMC-Chicago, LLC 13,030$730,0270.00%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders