Raymond James Financial
CSD icon

Raymond James Financial’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Raymond James Financial’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 		$10.3M Buy
68,668
+65,383
+1,990% +$8.73M ﹤0.01% 2133
2026
Q1 		$370K Buy
3,285
+799
+32% +$90.1K ﹤0.01% 4543
2025
Q4 		$248K Buy
2,486
+124
+5% +$12.1K ﹤0.01% 4682
2025
Q3 		$220K Buy
2,362
+152
+7% +$13.4K ﹤0.01% 4581
2025
Q2 		$185K Buy
+2,210
New +$169K ﹤0.01% 4552

Other funds holding CSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

Raymond James Financial's CSD Position: Q2 2026 in Review

Raymond James Financial increased its Invesco S&P Spin-Off ETF (CSD) stake by 1,990% in Q2 2026, buying an estimated $8.73M and bringing the position to 68,668 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Raymond James Financial first reported a position in CSD in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • Raymond James Financial held 68,668 shares of Invesco S&P Spin-Off ETF worth $10.3M as of Q2 2026.
  • Raymond James Financial bought 65,383 Invesco S&P Spin-Off ETF shares in Q2 2026, an estimated $8.73M.
  • Invesco S&P Spin-Off ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2133 holding.
  • Raymond James Financial first reported a position in Invesco S&P Spin-Off ETF in Q2 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.