AWM
CSD icon

AE Wealth Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

AE Wealth Management’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.63K Hold
50
– – ﹤0.01% 2356
2025
Q4 		$4.99K Hold
50
– – ﹤0.01% 2226
2025
Q3 		$4.66K Hold
50
– – ﹤0.01% 2089
2025
Q2 		$4.2K Hold
50
– – ﹤0.01% 1973
2025
Q1 		$3.75K Hold
50
– – ﹤0.01% 1972
2024
Q4 		$4.11K Buy
+50
New +$4.2K ﹤0.01% 1936

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $931M AUM 29.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return