Ameriprise
CSD icon

Ameriprise’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Ameriprise’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 		$1.15M Buy
10,209
+7,290
+250% +$822K ﹤0.01% 3229
2025
Q4 		$291K Sell
2,919
-250
-8% -$24.3K ﹤0.01% 3812
2025
Q3 		$295K Buy
3,169
+650
+26% +$57.1K ﹤0.01% 3803
2025
Q2 		$211K Buy
+2,519
New +$193K ﹤0.01% 3797
2018
Q4 		– Sell
-12,788
Closed -$702K – 3668
2018
Q3 		$702K Buy
12,788
+1,028
+9% +$56.5K ﹤0.01% 3194
2018
Q2 		$638K Buy
11,760
+20
+0.2% +$1.08K ﹤0.01% 3173
2018
Q1 		$626K Sell
11,740
-426
-4% -$23K ﹤0.01% 3147
2017
Q4 		$634K Sell
12,166
-590
-5% -$30.3K ﹤0.01% 3141
2017
Q3 		$647K Buy
12,756
+1,800
+16% +$88.1K ﹤0.01% 3129
2017
Q2 		$523K Buy
+10,956
New +$511K ﹤0.01% 3220
2016
Q1 		– Sell
-12,081
Closed -$464K – 3771
2015
Q4 		$464K Sell
12,081
-6,093
-34% -$245K ﹤0.01% 3298
2015
Q3 		$694K Buy
18,174
+981
+6% +$42K ﹤0.01% 3130
2015
Q2 		$789K Buy
17,193
+11,450
+199% +$547K ﹤0.01% 3237
2015
Q1 		$273K Buy
5,743
+122
+2% +$5.6K ﹤0.01% 3462
2014
Q4 		$252K Sell
5,621
-9,102
-62% -$409K ﹤0.01% 3412
2014
Q3 		$664K Buy
14,723
+515
+4% +$23.4K ﹤0.01% 2955
2014
Q2 		$657K Sell
14,208
-10,242
-42% -$462K ﹤0.01% 2906
2014
Q1 		$1.11M Sell
24,450
-10,676
-30% -$478K ﹤0.01% 2686
2013
Q4 		$1.58M Buy
+35,126
New +$1.53M ﹤0.01% 2536

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
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
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return