MWM
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Mascoma Wealth Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Mascoma Wealth 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
2024
Q1 		– Sell
-49
Closed -$3.16K – 457
2023
Q4 		$3.16K Buy
+49
New +$2.84K ﹤0.01% 427

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mascoma Wealth Management's CSD Position: Q1 2024 in Review

Mascoma Wealth Management sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2024, closing a stake of 49 shares — an estimated $3.16K sold.

Mascoma Wealth Management first reported a position in CSD in Q4 2023 and held it in 1 quarter. The position peaked at $3.16K in Q4 2023. 28 funds tracked by Wall St. Rank hold CSD as of Q1 2024.

  • Mascoma Wealth Management reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 49 Invesco S&P Spin-Off ETF shares in Q1 2024, an estimated $3.16K.
  • Mascoma Wealth Management first reported a position in Invesco S&P Spin-Off ETF in Q4 2023 and held it in 1 quarter.
  • Mascoma Wealth Management's Invesco S&P Spin-Off ETF position peaked at $3.16K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2024.

Based on Mascoma Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.