IA
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IFP Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-245
Closed -$13K – 4643
2022
Q3 		$13K Hold
245
– – ﹤0.01% 3434
2022
Q2 		$13K Hold
245
– – ﹤0.01% 3180
2022
Q1 		$13K Buy
+245
New +$14.7K ﹤0.01% 3180
2018
Q4 		– Sell
-450
Closed -$25K – 3580
2018
Q3 		$25K Hold
450
– – ﹤0.01% 2333
2018
Q2 		$24K Hold
450
– – ﹤0.01% 2355
2018
Q1 		$23K Hold
450
– – ﹤0.01% 2290
2017
Q4 		$23K Hold
450
– – ﹤0.01% 2321
2017
Q3 		$23K Hold
450
– – ﹤0.01% 2504
2017
Q2 		$21K Hold
450
– – ﹤0.01% 2549
2017
Q1 		$21K Hold
450
– – ﹤0.01% 2462
2016
Q4 		$20K Sell
450
-240
-35% -$10.3K ﹤0.01% 2455
2016
Q3 		$30K Hold
690
– – ﹤0.01% 2150
2016
Q2 		$27K Buy
+690
New +$27.1K ﹤0.01% 2143
2016
Q1 		– Sell
-427
Closed -$16K – 2563
2015
Q4 		$16K Buy
+427
New +$17.2K ﹤0.01% 2285

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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