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Integrated Wealth Concepts’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$1.14M Buy
7,619
+3,797
+99% +$507K 0.01% 1270
2026
Q1 		$431K Buy
+3,822
New +$431K ﹤0.01% 1632
2025
Q4 		– Sell
-2,805
Closed -$261K – 1708
2025
Q3 		$261K Hold
2,805
– – ﹤0.01% 1707
2025
Q2 		$235K Buy
+2,805
New +$215K ﹤0.01% 1682

Other funds holding CSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Integrated Wealth Concepts's CSD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco S&P Spin-Off ETF (CSD) stake by 99% in Q2 2026, buying an estimated $507K and bringing the position to 7,619 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1270.

Integrated Wealth Concepts first reported a position in CSD in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • Integrated Wealth Concepts held 7,619 shares of Invesco S&P Spin-Off ETF worth $1.14M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,797 Invesco S&P Spin-Off ETF shares in Q2 2026, an estimated $507K.
  • Invesco S&P Spin-Off ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1270 holding.
  • Integrated Wealth Concepts first reported a position in Invesco S&P Spin-Off ETF in Q2 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.