IWP
CSD icon

Icon Wealth Partners’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-66
Closed -$3K – 295
2019
Q1 		$3K Buy
+66
New +$3.21K ﹤0.01% 799

Other funds holding CSD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Wealth Partners's CSD Position: Q2 2019 in Review

Icon Wealth Partners sold out of Invesco S&P Spin-Off ETF (CSD) in Q2 2019, closing a stake of 66 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in CSD in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 40 funds tracked by Wall St. Rank hold CSD as of Q2 2019.

  • Icon Wealth Partners reported no remaining Invesco S&P Spin-Off ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 66 Invesco S&P Spin-Off ETF shares in Q2 2019, an estimated $3K.
  • Icon Wealth Partners first reported a position in Invesco S&P Spin-Off ETF in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Invesco S&P Spin-Off ETF position peaked at $3K in Q1 2019.
  • 40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.