HFM
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Harvest Fund Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Harvest Fund 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
2025
Q1 		– Sell
-3,720
Closed -$306K – 705
2024
Q4 		$306K Buy
3,720
+3,698
+16,809% +$311K 0.01% 407
2024
Q3 		$2K Hold
22
– – ﹤0.01% 572
2024
Q2 		$2K Hold
22
– – ﹤0.01% 595
2024
Q1 		$2K Hold
22
– – ﹤0.01% 626
2023
Q4 		$1K Hold
22
– – ﹤0.01% 608
2023
Q3 		$1K Hold
22
– – ﹤0.01% 607
2023
Q2 		$1K Hold
22
– – ﹤0.01% 644
2023
Q1 		$1K Buy
+22
New +$1.25K ﹤0.01% 714

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