Mutual Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Mutual Advisors’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 Q3	$548K	Buy	+4,328	New	+$579K	0.01%	913

Other funds holding CSD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Mutual Advisors's CSD Position: Q3 2026 in Review

Mutual Advisors opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q3 2026: 4,328 shares worth $548K. The stake represents 0.01% of the portfolio and ranks #913 among its holdings.

39 funds tracked by Wall St. Rank hold CSD as of Q3 2026.

Mutual Advisors held 4,328 shares of Invesco S&P Spin-Off ETF worth $548K as of Q3 2026.
Invesco S&P Spin-Off ETF was a new Mutual Advisors position in Q3 2026.
Invesco S&P Spin-Off ETF made up 0.01% of Mutual Advisors's portfolio in Q3 2026, its #913 holding.
39 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.