Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$462K Buy
+3,087
New +$412K ﹤0.01% 3036
2020
Q1 		– Sell
-9,705
Closed -$491K – 2302
2019
Q4 		$491K Sell
9,705
-364
-4% -$17.5K ﹤0.01% 1588
2019
Q3 		$468K Hold
10,069
– – ﹤0.01% 1546
2019
Q2 		$502K Buy
10,069
+2,109
+26% +$106K ﹤0.01% 1421
2019
Q1 		$401K Buy
7,960
+800
+11% +$39K ﹤0.01% 1617
2018
Q4 		$303K Buy
7,160
+66
+0.9% +$3.19K ﹤0.01% 1657
2018
Q3 		$390K Buy
7,094
+1,108
+19% +$60.9K ﹤0.01% 1609
2018
Q2 		$325K Sell
5,986
-235
-4% -$12.7K ﹤0.01% 1677
2018
Q1 		$332K Hold
6,221
– – ﹤0.01% 1593
2017
Q4 		$324K Sell
6,221
-120
-2% -$6.17K ﹤0.01% 1601
2017
Q3 		$321K Sell
6,341
-160
-2% -$7.83K ﹤0.01% 1503
2017
Q2 		$310K Buy
6,501
+9
+0.1% +$420 ﹤0.01% 1485
2017
Q1 		$298K Buy
6,492
+1,463
+29% +$65.9K 0.01% 1389
2016
Q4 		$218K Sell
5,029
-170
-3% -$7.28K ﹤0.01% 1456
2016
Q3 		$223K Buy
+5,199
New +$219K ﹤0.01% 1485
2016
Q1 		– Sell
-9,848
Closed -$379K – 1611
2015
Q4 		$379K Buy
9,848
+314
+3% +$12.6K 0.01% 1008
2015
Q3 		$364K Sell
9,534
-2,103
-18% -$90K 0.01% 930
2015
Q2 		$534K Buy
11,637
+1,262
+12% +$60.3K 0.01% 777
2015
Q1 		$493K Buy
10,375
+821
+9% +$37.7K 0.01% 809
2014
Q4 		$428K Sell
9,554
-12
-0.1% -$540 0.01% 854
2014
Q3 		$432K Buy
9,566
+1,509
+19% +$68.4K 0.01% 899
2014
Q2 		$373K Buy
8,057
+554
+7% +$25K 0.01% 895
2014
Q1 		$340K Sell
7,503
-6,369
-46% -$285K 0.01% 902
2013
Q4 		$624K Buy
13,872
+4,249
+44% +$186K 0.03% 562
2013
Q3 		$395K Buy
9,623
+1,816
+23% +$71.2K 0.02% 718
2013
Q2 		$288K Buy
+7,807
New +$283K 0.01% 777

Other funds holding CSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors's CSD Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q2 2026: 3,087 shares worth $462K. The stake represents ﹤0.01% of the portfolio and ranks #3036 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in CSD as recently as Q4 2019.

Cambridge Investment Research Advisors first reported a position in CSD in Q2 2013 and has held it in 26 quarters since. The position peaked at $624K in Q4 2013. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • Cambridge Investment Research Advisors held 3,087 shares of Invesco S&P Spin-Off ETF worth $462K as of Q2 2026.
  • Invesco S&P Spin-Off ETF was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Invesco S&P Spin-Off ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3036 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P Spin-Off ETF in Q2 2013 and has held it in 26 quarters since.
  • Cambridge Investment Research Advisors's Invesco S&P Spin-Off ETF position peaked at $624K in Q4 2013.
  • 54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.