Raleigh Capital Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Raleigh Capital 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
2025 Q1	–	Sell	-13	Closed	-$1.07K	–	670
2024 Q4	$1.07K	Hold	13	–	–	﹤0.01%	888
2024 Q3	$1.04K	Hold	13	–	–	﹤0.01%	888
2024 Q2	$905	Hold	13	–	–	﹤0.01%	865
2024 Q1	$923	Hold	13	–	–	﹤0.01%	852
2023 Q4	$838	Hold	13	–	–	﹤0.01%	956
2023 Q3	$728	Hold	13	–	–	﹤0.01%	867
2023 Q2	$739	Hold	13	–	–	﹤0.01%	782
2023 Q1	$736	Hold	13	–	–	﹤0.01%	799
2022 Q4	$680	Hold	13	–	–	﹤0.01%	727
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	721
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	567
2022 Q1	$1K	Buy	+13	New	+$778	﹤0.01%	556

Other funds holding CSD

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

IFWM

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OAM

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

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Raleigh Capital Management's CSD Position: Q1 2025 in Review

Raleigh Capital Management sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2025, closing a stake of 13 shares — an estimated $1.07K sold.

Raleigh Capital Management first reported a position in CSD in Q1 2022 and held it in 12 quarters. The position peaked at $1.07K in Q4 2024. 29 funds tracked by Wall St. Rank hold CSD as of Q1 2025.

Raleigh Capital Management reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 13 Invesco S&P Spin-Off ETF shares in Q1 2025, an estimated $1.07K.
Raleigh Capital Management first reported a position in Invesco S&P Spin-Off ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's Invesco S&P Spin-Off ETF position peaked at $1.07K in Q4 2024.
29 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.