Regatta Research & Money Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Regatta Research & Money Management’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	$968K	Buy	+6,465	New	+$863K	0.92%	24

Other funds holding CSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

Regatta Research & Money Management's CSD Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q2 2026: 6,465 shares worth $968K. The stake represents 0.92% of the portfolio and ranks #24 among its holdings.

39 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

Regatta Research & Money Management held 6,465 shares of Invesco S&P Spin-Off ETF worth $968K as of Q2 2026.
Invesco S&P Spin-Off ETF was a new Regatta Research & Money Management position in Q2 2026.
Invesco S&P Spin-Off ETF made up 0.92% of Regatta Research & Money Management's portfolio in Q2 2026, its #24 holding.
39 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.