J. Team Financial’s Invesco S&P Spin-Off ETF CSD Stock Holding History

J. Team Financial’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 Q3	$1.2M	Buy	+9,483	New	+$1.27M	1.04%	25

Other funds holding CSD

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

Costello Asset Management Feasterville, Pennsylvania $332M AUM 19.63% 1-Year Est. Return

Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

J. Team Financial's CSD Position: Q3 2026 in Review

J. Team Financial opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q3 2026: 9,483 shares worth $1.2M. The stake represents 1.04% of the portfolio and ranks #25 among its holdings.

13 funds tracked by Wall St. Rank hold CSD as of Q3 2026.

J. Team Financial held 9,483 shares of Invesco S&P Spin-Off ETF worth $1.2M as of Q3 2026.
Invesco S&P Spin-Off ETF was a new J. Team Financial position in Q3 2026.
Invesco S&P Spin-Off ETF made up 1.04% of J. Team Financial's portfolio in Q3 2026, its #25 holding.
13 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.