Hikari Tsushin Inc’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Hikari Tsushin Inc’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	$552K	Hold	4,903	–	–	0.04%	64
2025 Q4	$489K	Hold	4,903	–	–	0.03%	65
2025 Q3	$457K	Hold	4,903	–	–	0.03%	64
2025 Q2	$411K	Hold	4,903	–	–	0.03%	63
2025 Q1	$368K	Hold	4,903	–	–	0.02%	57
2024 Q4	$403K	Hold	4,903	–	–	0.03%	58
2024 Q3	$394K	Hold	4,903	–	–	0.03%	58
2024 Q2	$341K	Buy	4,903 +703	+17%	+$49.3K	0.03%	58
2024 Q1	$298K	Buy	+4,200	New	+$275K	0.02%	57

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hikari Tsushin Inc's CSD Position: Q1 2026 in Review

Hikari Tsushin Inc held its Invesco S&P Spin-Off ETF (CSD) position steady in Q1 2026 at 4,903 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #64.

Hikari Tsushin Inc first reported a position in CSD in Q1 2024 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold CSD as of Q1 2026.

Hikari Tsushin Inc held 4,903 shares of Invesco S&P Spin-Off ETF worth $552K as of Q1 2026.
Hikari Tsushin Inc left its Invesco S&P Spin-Off ETF share count unchanged in Q1 2026.
Invesco S&P Spin-Off ETF made up 0.04% of Hikari Tsushin Inc's portfolio in Q1 2026, its #64 holding.
Hikari Tsushin Inc first reported a position in Invesco S&P Spin-Off ETF in Q1 2024 and has held it in 9 quarters since.
40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2026.

Based on Hikari Tsushin Inc's 13F filing for Q1 2026, filed 13 May 2026.