Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.78M | Sell |
15,758
-43
| -0.3% | -$4.85K | 0.19% | 123 |
|
|
2025
Q4 | $1.58M | Sell |
15,801
-210
| -1% | -$20.4K | 0.17% | 128 |
|
|
2025
Q3 | $1.49M | Sell |
16,011
-47
| -0.3% | -$4.13K | 0.16% | 138 |
|
|
2025
Q2 | $1.35M | Sell |
16,058
-167
| -1% | -$12.8K | 0.15% | 144 |
|
|
2025
Q1 | $1.22M | Sell |
16,225
-90
| -0.6% | -$7.49K | 0.16% | 145 |
|
|
2024
Q4 | $1.34M | Sell |
16,315
-54
| -0.3% | -$4.54K | 0.17% | 128 |
|
|
2024
Q3 | $1.32M | Hold |
16,369
| – | – | 0.17% | 138 |
|
|
2024
Q2 | $1.14M | Hold |
16,369
| – | – | 0.15% | 148 |
|
|
2024
Q1 | $1.16M | Sell |
16,369
-90
| -0.5% | -$5.9K | 0.15% | 147 |
|
|
2023
Q4 | $1.06M | Sell |
16,459
-1,117
| -6% | -$64.8K | 0.17% | 143 |
|
|
2023
Q3 | $985K | Sell |
17,576
-164
| -0.9% | -$9.45K | 0.18% | 142 |
|
|
2023
Q2 | $1.01M | Sell |
17,740
-570
| -3% | -$31.6K | 0.17% | 146 |
|
|
2023
Q1 | $1.04M | Hold |
18,310
| – | – | 0.2% | 134 |
|
|
2022
Q4 | $959K | Sell |
18,310
-56
| -0.3% | -$2.96K | 0.2% | 141 |
|
|
2022
Q3 | $875K | Hold |
18,366
| – | – | 0.2% | 138 |
|
|
2022
Q2 | $917K | Hold |
18,366
| – | – | 0.18% | 148 |
|
|
2022
Q1 | $1.1M | Hold |
18,366
| – | – | 0.18% | 143 |
|
|
2021
Q4 | $1.14M | Hold |
18,366
| – | – | 0.19% | 139 |
|
|
2021
Q3 | $1.15M | Hold |
18,366
| – | – | 0.2% | 124 |
|
|
2021
Q2 | $1.19M | Hold |
18,366
| – | – | 0.21% | 119 |
|
|
2021
Q1 | $1.16M | Sell |
18,366
-90
| -0.5% | -$5.45K | 0.22% | 121 |
|
|
2020
Q4 | $1.02M | Sell |
18,456
-1,216
| -6% | -$60.8K | 0.2% | 125 |
|
|
2020
Q3 | $854K | Sell |
19,672
-686
| -3% | -$28.6K | 0.2% | 132 |
|
|
2020
Q2 | $767K | Buy |
20,358
+80
| +0.4% | +$2.76K | 0.19% | 143 |
|
|
2020
Q1 | $577K | Sell |
20,278
-3,997
| -16% | -$171K | 0.18% | 157 |
|
|
2019
Q4 | $1.23M | Hold |
24,275
| – | – | 0.28% | 97 |
|
|
2019
Q3 | $1.13M | Hold |
24,275
| – | – | 0.28% | 97 |
|
|
2019
Q2 | $1.21M | Sell |
24,275
-1,922
| -7% | -$96.6K | 0.27% | 107 |
|
|
2019
Q1 | $1.32M | Sell |
26,197
-735
| -3% | -$35.8K | 0.29% | 88 |
|
|
2018
Q4 | $1.14M | Buy |
+26,932
| New | +$1.3M | 0.47% | 60 |
|
|
2018
Q1 | – | Sell |
-27,147
| Closed | -$1.41M | – | 280 |
|
|
2017
Q4 | $1.41M | Sell |
27,147
-35
| -0.1% | -$1.8K | 0.33% | 92 |
|
|
2017
Q3 | $1.38M | Hold |
27,182
| – | – | 0.45% | 72 |
|
|
2017
Q2 | $1.3M | Buy |
+27,182
| New | +$1.27M | 0.36% | 73 |
|
Other funds holding CSD
CPIG
PAG
OAM
PAM
Institute for Wealth Management's CSD Position: Q1 2026 in Review
Institute for Wealth Management reduced its Invesco S&P Spin-Off ETF (CSD) stake by 0.27% in Q1 2026, selling an estimated $4.85K and leaving 15,758 shares worth $1.78M. The position accounts for 0.19% of the portfolio, ranked #123.
Institute for Wealth Management first reported a position in CSD in Q2 2017 and has held it in 33 quarters since. 40 funds tracked by Wall St. Rank hold CSD as of Q1 2026.
- Institute for Wealth Management held 15,758 shares of Invesco S&P Spin-Off ETF worth $1.78M as of Q1 2026.
- Institute for Wealth Management sold 43 Invesco S&P Spin-Off ETF shares in Q1 2026, an estimated $4.85K.
- Invesco S&P Spin-Off ETF made up 0.19% of Institute for Wealth Management's portfolio in Q1 2026, its #123 holding.
- Institute for Wealth Management first reported a position in Invesco S&P Spin-Off ETF in Q2 2017 and has held it in 33 quarters since.
- 40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.