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

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return