Fidelity Investments
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Fidelity Investments’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Fidelity Investments’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 		$20.4K Hold
181
– – ﹤0.01% 4508
2025
Q4 		$18.1K Sell
181
-2
-1% -$195 ﹤0.01% 4506
2025
Q3 		$17K Buy
183
+10
+6% +$879 ﹤0.01% 4411
2025
Q2 		$14.5K Buy
173
+166
+2,371% +$12.7K ﹤0.01% 4403
2025
Q1 		$525 Hold
7
– – ﹤0.01% 5010
2024
Q4 		$575 Hold
7
– – ﹤0.01% 4974
2024
Q3 		$562 Hold
7
– – ﹤0.01% 4960
2024
Q2 		$487 Buy
+7
New +$491 ﹤0.01% 4870

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
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

Fidelity Investments's CSD Position: Q1 2026 in Review

Fidelity Investments held its Invesco S&P Spin-Off ETF (CSD) position steady in Q1 2026 at 181 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4508.

Fidelity Investments first reported a position in CSD in Q2 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold CSD as of Q1 2026.

  • Fidelity Investments held 181 shares of Invesco S&P Spin-Off ETF worth $20.4K as of Q1 2026.
  • Fidelity Investments 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 Fidelity Investments's portfolio in Q1 2026, its #4508 holding.
  • Fidelity Investments first reported a position in Invesco S&P Spin-Off ETF in Q2 2024 and has held it in 8 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.