BDO Wealth Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

BDO Wealth Advisors’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
2019 Q1	–	Sell	-300	Closed	-$13K	–	618
2018 Q4	$13K	Hold	300	–	–	﹤0.01%	380
2018 Q3	$16K	Hold	300	–	–	0.01%	405
2018 Q2	$16K	Buy	+300	New	+$16.3K	0.01%	405

Other funds holding CSD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BDO Wealth Advisors's CSD Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2019, closing a stake of 300 shares — an estimated $13K sold.

BDO Wealth Advisors first reported a position in CSD in Q2 2018 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 46 funds tracked by Wall St. Rank hold CSD as of Q1 2019.

BDO Wealth Advisors reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2019 after selling out during the quarter.
BDO Wealth Advisors sold 300 Invesco S&P Spin-Off ETF shares in Q1 2019, an estimated $13K.
BDO Wealth Advisors first reported a position in Invesco S&P Spin-Off ETF in Q2 2018 and held it in 3 quarters.
BDO Wealth Advisors's Invesco S&P Spin-Off ETF position peaked at $16K in Q3 2018.
46 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.