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Invesco Defensive Equity Etf defensive eqty shares owned by Calton & Associates

Quarter-by-quarter ownership of Invesco Defensive Equity Etf defensive eqty (POWA) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Invesco Defensive Equity Etf defensive eqty

Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025200k210k220k230k280030003200
Value ($)Share countHistorical POWA position of Calton & Associates Source: stockzoa.comValue ($)Share count

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All positions including Invesco Defensive Equity Etf defensive eqty held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Defensive Equity Etf defensive eqty by Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $218k 2.7k 81.28
2024-06-30 $208k 2.7k 77.69
2024-03-31 $223k 2.8k 78.52
2023-12-31 $233k 3.2k 72.38
2023-06-30 $207k 3.0k 69.25
2023-03-31 $201k 3.0k 67.29

More positions owned by Calton & Associates

Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard World Mega Cap Index (MGC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Health Car Etf (VHT)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Select Sector Spdr Tr Technology (XLK)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Calton & Associates

Top funds holding Invesco Defensive Equity Etf defensive eqty

LPL Financial
Mercer Global Advisors
Envestnet Asset Management
Creative Planning
Monticello Wealth Management
Commonwealth Equity Services
Goldman Sachs Group
Delos Wealth Advisors
Morgan Stanley
IMC-Chicago
Advisor Group Holdings
Jaffetilchin Investment Partners
Bank of America Corporation
Capital Investment Advisory Services
Pacific Sun Financial Corp

View all funds holding Invesco Defensive Equity Etf defensive eqty