Cetera Investment Advisers
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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
Q2 		$276K Buy
1,845
+43
+2% +$5.74K ﹤0.01% 4221
2026
Q1 		$203K Buy
+1,802
New +$203K ﹤0.01% 4278

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

Cetera Investment Advisers's CSD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P Spin-Off ETF (CSD) stake by 2.4% in Q2 2026, buying an estimated $5.74K and bringing the position to 1,845 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #4221.

Cetera Investment Advisers first reported a position in CSD in Q1 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • Cetera Investment Advisers held 1,845 shares of Invesco S&P Spin-Off ETF worth $276K as of Q2 2026.
  • Cetera Investment Advisers bought 43 Invesco S&P Spin-Off ETF shares in Q2 2026, an estimated $5.74K.
  • Invesco S&P Spin-Off ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4221 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P Spin-Off ETF in Q1 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.