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Kestra Advisory Services’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-491
Closed -$49K – 3378
2025
Q4 		$49K Buy
+491
New +$47.8K ﹤0.01% 3954

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Kestra Advisory Services's CSD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2026, closing a stake of 491 shares — an estimated $49K sold.

Kestra Advisory Services first reported a position in CSD in Q4 2025 and held it in 1 quarter. The position peaked at $49K in Q4 2025. 40 funds tracked by Wall St. Rank hold CSD as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 491 Invesco S&P Spin-Off ETF shares in Q1 2026, an estimated $49K.
  • Kestra Advisory Services first reported a position in Invesco S&P Spin-Off ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Invesco S&P Spin-Off ETF position peaked at $49K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.