JO
CSD icon

John Overdeck’s Invesco S&P Spin-Off ETF CSD Stock Holding History

John Overdeck’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 		$2.95M Buy
+19,700
New +$2.63M ﹤0.01% 2641
2026
Q1 		– Sell
-2,100
Closed -$209K – 4637
2025
Q4 		$209K Buy
+2,100
New +$204K ﹤0.01% 3748

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

John Overdeck's CSD Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q2 2026: 19,700 shares worth $2.95M. The stake represents ﹤0.01% of the portfolio and ranks #2641 among its holdings. This is a return to the name: John Overdeck previously reported a position in CSD as recently as Q4 2025.

John Overdeck first reported a position in CSD in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • John Overdeck held 19,700 shares of Invesco S&P Spin-Off ETF worth $2.95M as of Q2 2026.
  • Invesco S&P Spin-Off ETF was a new John Overdeck position in Q2 2026.
  • Invesco S&P Spin-Off ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2641 holding.
  • John Overdeck first reported a position in Invesco S&P Spin-Off ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.