Clarus Wealth Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Clarus Wealth Advisors’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 Q1	–	Sell	-359	Closed	-$15K	–	691
2018 Q4	$15K	Buy	359 +4	+1%	+$193	0.02%	442
2018 Q3	$19K	Hold	355	–	–	0.01%	438
2018 Q2	$19K	Buy	+355	New	+$19.2K	0.01%	429

Other funds holding CSD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Clarus Wealth Advisors's CSD Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2019, closing a stake of 359 shares — an estimated $15K sold.

Clarus Wealth Advisors first reported a position in CSD in Q2 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 46 funds tracked by Wall St. Rank hold CSD as of Q1 2019.

Clarus Wealth Advisors reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 359 Invesco S&P Spin-Off ETF shares in Q1 2019, an estimated $15K.
Clarus Wealth Advisors first reported a position in Invesco S&P Spin-Off ETF in Q2 2018 and held it in 3 quarters.
Clarus Wealth Advisors's Invesco S&P Spin-Off ETF position peaked at $19K in Q3 2018.
46 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.