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

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

IFP Advisors's CSD Position: Q4 2022 in Review

IFP Advisors sold out of Invesco S&P Spin-Off ETF (CSD) in Q4 2022, closing a stake of 245 shares — an estimated $13K sold.

IFP Advisors first reported a position in CSD in Q4 2015 and held it in 14 quarters. The position peaked at $30K in Q3 2016. 29 funds tracked by Wall St. Rank hold CSD as of Q4 2022.

  • IFP Advisors reported no remaining Invesco S&P Spin-Off ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 245 Invesco S&P Spin-Off ETF shares in Q4 2022, an estimated $13K.
  • IFP Advisors first reported a position in Invesco S&P Spin-Off ETF in Q4 2015 and held it in 14 quarters.
  • IFP Advisors's Invesco S&P Spin-Off ETF position peaked at $30K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.