AF
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Allworth Financial’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Allworth Financial’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 		$45.1K Hold
400
– – ﹤0.01% 2405
2025
Q4 		$39.9K Hold
400
– – ﹤0.01% 2341
2025
Q3 		$37.3K Hold
400
– – ﹤0.01% 2309
2025
Q2 		$33.6K Hold
400
– – ﹤0.01% 2195
2025
Q1 		$28.9K Hold
400
– – ﹤0.01% 1849
2024
Q4 		$36.6K Hold
400
– – ﹤0.01% 1741
2024
Q3 		$32.1K Hold
400
– – ﹤0.01% 1609
2024
Q2 		$29K Hold
400
– – ﹤0.01% 1640
2024
Q1 		$28.4K Hold
400
– – ﹤0.01% 1571
2023
Q4 		$25.8K Buy
+400
New +$23.2K ﹤0.01% 1504

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B 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 $377B 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 $938M 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 $432B 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