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AP
Advisors Preferred’s
Invesco S&P Spin-Off ETF
CSD
Stock Holding History
Advisors Preferred’s Portfolio
CSD Stock Details
CSD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-101
Closed
-$6K
–
177
2021
Q3
$6K
Hold
101
–
–
﹤0.01%
177
2021
Q2
$7K
Sell
101
-404
-80%
-$26.2K
﹤0.01%
182
2021
Q1
$32K
Buy
+505
New
+$30.6K
﹤0.01%
154
2020
Q1
–
Sell
-304
Closed
-$15K
–
157
2019
Q4
$15K
Buy
+304
New
+$14.6K
﹤0.01%
218
2018
Q4
–
Sell
-1,468
Closed
-$81K
–
139
2018
Q3
$81K
Sell
1,468
-918
-38%
-$50.5K
0.04%
102
2018
Q2
$130K
Buy
2,386
+1,863
+356%
+$101K
0.06%
119
2018
Q1
$28K
Sell
523
-421
-45%
-$22.7K
0.01%
199
2017
Q4
$49K
Buy
+944
New
+$48.5K
0.02%
147
2017
Q1
–
Sell
-279
Closed
-$12K
–
215
2016
Q4
$12K
Sell
279
-112
-29%
-$4.79K
0.01%
173
2016
Q3
$17K
Buy
+391
New
+$16.5K
0.01%
165
Other funds holding CSD
CPIG
Chicago Partners Investment Group
Chicago, Illinois
$4.48B AUM
19.29%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PFC
Phocas Financial Corp
Alameda, California
$637M AUM
39.08%
1-Year Est. Return
IFWM
Institute for Wealth Management
Denver, Colorado
$938M AUM
29.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AR
Advisory Research
Chicago, Illinois
$813M AUM
36.71%
1-Year Est. Return
OAM
Occidental Asset Management
Burlingame, California
$844M AUM
20.95%
1-Year Est. Return
PAM
Peak Asset Management
Louisville, Colorado
$567M AUM
16.44%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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