Ownership history in Occidental Asset Management, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Occidental Asset Management, LLC reported a position in INVESCO EXCHANGE TRADED FD T (CSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 10,000 | — | 0% | 0.12% | $997K | $99.73 |
| 2025 Q3 | UNCHANGED | 10,000 | — | 0% | 0.12% | $931K | $92.97 |
| 2025 Q2 | UNCHANGED | 10,000 | — | 0% | 0.12% | $839K | $83.77 |
| 2025 Q1 | UNCHANGED | 10,000 | — | 0% | 0.11% | $750K | $74.90 |
| 2024 Q4 | UNCHANGED | 10,000 | — | 0% | 0.13% | $822K | $82.03 |
| 2024 Q3 | UNCHANGED | 10,000 | — | 0% | 0.13% | $803K | $80.09 |
| 2024 Q2 | UNCHANGED | 10,000 | — | 0% | 0.12% | $696K | $69.42 |
| 2024 Q1 | UNCHANGED | 10,000 | — | 0% | 0.13% | $710K | $70.74 |
| 2023 Q4 | UNCHANGED | 10,000 | — | 0% | 0.13% | $645K | $64.28 |
| 2023 Q3 | UNCHANGED | 10,000 | — | 0% | 0.13% | $560K | $55.56 |
As of 2025 Q4 — sorted by position size