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Elevation Wealth Partners’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Elevation Wealth Partners’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
2025
Q1 		– Sell
-1
Closed -$72 – 501
2024
Q4 		$72 Hold
1
– – ﹤0.01% 481
2024
Q3 		$70 Hold
1
– – ﹤0.01% 458
2024
Q2 		$61 Hold
1
– – ﹤0.01% 491
2024
Q1 		$62 Sell
1
-363
-100% -$23.8K ﹤0.01% 457
2023
Q4 		$20.4K Buy
+364
New +$21.1K 0.01% 282

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elevation Wealth Partners's CSD Position: Q1 2025 in Review

Elevation Wealth Partners sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2025, closing a stake of 1 share — an estimated $72 sold.

Elevation Wealth Partners first reported a position in CSD in Q4 2023 and held it in 5 quarters. The position peaked at $20.4K in Q4 2023. 28 funds tracked by Wall St. Rank hold CSD as of Q1 2025.

  • Elevation Wealth Partners reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 1 Invesco S&P Spin-Off ETF share in Q1 2025, an estimated $72.
  • Elevation Wealth Partners first reported a position in Invesco S&P Spin-Off ETF in Q4 2023 and held it in 5 quarters.
  • Elevation Wealth Partners's Invesco S&P Spin-Off ETF position peaked at $20.4K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2025.

Based on Elevation Wealth Partners's 13F filing for Q1 2025, filed 9 Apr 2025.