CF
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Centaurus Financial’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Centaurus 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
2019
Q2 		– Sell
-118
Closed -$2.34K – 606
2019
Q1 		$2.34K Buy
118
+16
+16% +$779 0.01% 460
2018
Q4 		$2 Buy
102
+100
+5,000% +$4.83K 0.01% 397
2018
Q3 		$132 Sell
2
-2,262
-100% -$124K 0.02% 457
2018
Q2 		$123K Buy
2,264
+223
+11% +$12.1K 0.02% 645
2018
Q1 		$109K Buy
+2,041
New +$110K 0.03% 427

Other funds holding CSD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return