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 34 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Chicago Partners Investment Group LLC 159,826$8,677,0001.35%
NORTHERN CAPITAL MANAGEMENT LLC 86,075$4,673,0001.14%
Occidental Asset Management, LLC 14,100$765,0000.41%
Financial Architects, Inc 33,410$1,813,0000.32%
Peak Asset Management, LLC 14,934$811,0000.30%
Phocas Financial Corp. 331,314$1,809,0000.16%
ROWLAND CARMICHAEL ADVISORS INC /ADV 3,673$199,0000.08%
CALTON & ASSOCIATES, INC. 3,905$215,0000.06%
Advisors Preferred, LLC 2,386$130,0000.06%
APPLETON PARTNERS INC/MA 5,920$321,0000.05%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders