Freestone Capital Holdings’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Freestone Capital Holdings’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	$202K	Buy	+1,347	New	+$180K	0.01%	573

Other funds holding CSD

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

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Freestone Capital Holdings's CSD Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q2 2026: 1,347 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings.

28 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

Freestone Capital Holdings held 1,347 shares of Invesco S&P Spin-Off ETF worth $202K as of Q2 2026.
Invesco S&P Spin-Off ETF was a new Freestone Capital Holdings position in Q2 2026.
Invesco S&P Spin-Off ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #573 holding.
28 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.