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 Q2	$28.6K	Buy	191 +10	+6%	+$1.33K	﹤0.01%	4542
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fidelity Investments's CSD Position: Q2 2026 in Review

Fidelity Investments increased its Invesco S&P Spin-Off ETF (CSD) stake by 5.5% in Q2 2026, buying an estimated $1.33K and bringing the position to 191 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4542.

Fidelity Investments first reported a position in CSD in Q2 2024 and has held it in 9 quarters since. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

Fidelity Investments held 191 shares of Invesco S&P Spin-Off ETF worth $28.6K as of Q2 2026.
Fidelity Investments bought 10 Invesco S&P Spin-Off ETF shares in Q2 2026, an estimated $1.33K.
Invesco S&P Spin-Off ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4542 holding.
Fidelity Investments first reported a position in Invesco S&P Spin-Off ETF in Q2 2024 and has held it in 9 quarters since.
54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.