Citizens Financial Group’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Citizens Financial Group’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	$259K	Hold	2,300	–	–	﹤0.01%	734
2025 Q4	$229K	Hold	2,300	–	–	﹤0.01%	746
2025 Q3	$214K	Buy	+2,300	New	+$202K	﹤0.01%	748

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

Citizens Financial Group's CSD Position: Q1 2026 in Review

Citizens Financial Group held its Invesco S&P Spin-Off ETF (CSD) position steady in Q1 2026 at 2,300 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Citizens Financial Group first reported a position in CSD in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold CSD as of Q1 2026.

Citizens Financial Group held 2,300 shares of Invesco S&P Spin-Off ETF worth $259K as of Q1 2026.
Citizens Financial Group left its Invesco S&P Spin-Off ETF share count unchanged in Q1 2026.
Invesco S&P Spin-Off ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q1 2026, its #734 holding.
Citizens Financial Group first reported a position in Invesco S&P Spin-Off ETF in Q3 2025 and has held it in 3 quarters since.
40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.