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

Northwestern Mutual 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
2026 Q2	–	Sell	-8	Closed	-$901	–	4155
2026 Q1	$901	Buy	+8	New	+$902	﹤0.01%	3771
2020 Q2	–	Sell	-200	Closed	-$6K	–	2437
2020 Q1	$6K	Buy	+200	New	+$8.55K	﹤0.01%	2011
2016 Q1	–	Sell	-200	Closed	-$8K	–	2139
2015 Q4	$8K	Buy	+200	New	+$8.04K	﹤0.01%	1210
2015 Q1	–	Sell	-233	Closed	-$10K	–	1589
2014 Q4	$10K	Buy	+233	New	+$10.5K	﹤0.01%	1067
2014 Q3	–	Sell	-39	Closed	-$2K	–	1337
2014 Q2	$2K	Buy	+39	New	+$1.76K	﹤0.01%	1141

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

Northwestern Mutual Wealth Management's CSD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Invesco S&P Spin-Off ETF (CSD) in Q2 2026, closing a stake of 8 shares — an estimated $901 sold.

Northwestern Mutual Wealth Management first reported a position in CSD in Q2 2014 and held it in 5 quarters. The position peaked at $10K in Q4 2014. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

Northwestern Mutual Wealth Management reported no remaining Invesco S&P Spin-Off ETF position as of Q2 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 8 Invesco S&P Spin-Off ETF shares in Q2 2026, an estimated $901.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P Spin-Off ETF in Q2 2014 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Invesco S&P Spin-Off ETF position peaked at $10K in Q4 2014.
54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.