Calton & Associates, Inc. Invesco Exc Self Ind Tr Transaction History

Calton & Associates, Inc.

$211 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$15.88 - $16.75 $183,255 - $193,295	11,540 New	11,540 $190,000
Q2 2022 Jul 12, 2022	BUY	$16.04 - $17.83 $194,388 - $216,081	12,119 New	12,119 $199,000

Others Institutions Holding BSCU

# of Institutions

188

Shares Held

54.3M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

3.81M
Shares

$62.5 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

3.35M
Shares

$55 Million
0.91% of portfolio
Tru Wealth Advisors, LLC

3.28M
Shares

$53.8 Million
3.38% of portfolio
Clearstead Advisors, LLC Cleveland, OH

2.9M
Shares

$47.6 Million
0.78% of portfolio
Raymond James & Associates St Petersburg, FL

2.59M
Shares

$42.5 Million
0.03% of portfolio

About INVESCO EXC SELF-IND TR

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