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Fulcrum Equity Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Fulcrum Equity Management’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 		$349K Buy
2,328
+275
+13% +$36.7K 0.26% 87
2026
Q1 		$231K Sell
2,053
-543
-21% -$61.2K 0.22% 114
2025
Q4 		$259K Buy
+2,596
New +$253K 0.25% 96

Other funds holding CSD

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

Fulcrum Equity Management's CSD Position: Q2 2026 in Review

Fulcrum Equity Management increased its Invesco S&P Spin-Off ETF (CSD) stake by 13% in Q2 2026, buying an estimated $36.7K and bringing the position to 2,328 shares worth $349K. The position accounts for 0.26% of the portfolio, ranked #87.

Fulcrum Equity Management first reported a position in CSD in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • Fulcrum Equity Management held 2,328 shares of Invesco S&P Spin-Off ETF worth $349K as of Q2 2026.
  • Fulcrum Equity Management bought 275 Invesco S&P Spin-Off ETF shares in Q2 2026, an estimated $36.7K.
  • Invesco S&P Spin-Off ETF made up 0.26% of Fulcrum Equity Management's portfolio in Q2 2026, its #87 holding.
  • Fulcrum Equity Management first reported a position in Invesco S&P Spin-Off ETF in Q4 2025 and has held it in 3 quarters since.
  • 2 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.