Millstone Evans Group’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Millstone Evans Group’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	$1.05K	Buy	+7	New	+$934	﹤0.01%	820

Other funds holding CSD

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Millstone Evans Group's CSD Position: Q2 2026 in Review

Millstone Evans Group opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q2 2026: 7 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

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

Millstone Evans Group held 7 shares of Invesco S&P Spin-Off ETF worth $1.05K as of Q2 2026.
Invesco S&P Spin-Off ETF was a new Millstone Evans Group position in Q2 2026.
Invesco S&P Spin-Off ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #820 holding.
54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.