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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
Q2 		$344K Hold
2,300
– – ﹤0.01% 794
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

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

Citizens Financial Group's CSD Position: Q2 2026 in Review

Citizens Financial Group held its Invesco S&P Spin-Off ETF (CSD) position steady in Q2 2026 at 2,300 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Citizens Financial Group first reported a position in CSD in Q3 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • Citizens Financial Group held 2,300 shares of Invesco S&P Spin-Off ETF worth $344K as of Q2 2026.
  • Citizens Financial Group left its Invesco S&P Spin-Off ETF share count unchanged in Q2 2026.
  • Invesco S&P Spin-Off ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #794 holding.
  • Citizens Financial Group first reported a position in Invesco S&P Spin-Off ETF in Q3 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.