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

NewEdge 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 Q2	$2.11M	Buy	+14,062	New	+$1.88M	0.01%	1188

Other funds holding CSD

LPL Financial San Diego, California $445B AUM 25.58% 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

DSCM

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

IFWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAM

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

NewEdge Advisors's CSD Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q2 2026: 14,062 shares worth $2.11M. The stake represents 0.01% of the portfolio and ranks #1188 among its holdings.

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

NewEdge Advisors held 14,062 shares of Invesco S&P Spin-Off ETF worth $2.11M as of Q2 2026.
Invesco S&P Spin-Off ETF was a new NewEdge Advisors position in Q2 2026.
Invesco S&P Spin-Off ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1188 holding.
40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.