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

Beacon Harbor Wealth Advisors’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-141,116
Closed -$11.6M – 81
2024
Q4 		$11.6M Buy
+141,116
New +$11.6M 2.7% 7