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IA
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
Shares
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$893B AUM
36.07%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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