Cetera Investment Advisers’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Cetera Investment Advisers’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	$203K	Buy	+1,802	New	+$203K	﹤0.01%	4278

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cetera Investment Advisers's CSD Position: Q1 2026 in Review

Cetera Investment Advisers opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q1 2026: 1,802 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #4278 among its holdings.

40 funds tracked by Wall St. Rank hold CSD as of Q1 2026.

Cetera Investment Advisers held 1,802 shares of Invesco S&P Spin-Off ETF worth $203K as of Q1 2026.
Invesco S&P Spin-Off ETF was a new Cetera Investment Advisers position in Q1 2026.
Invesco S&P Spin-Off ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4278 holding.
40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.