Raymond James Financial
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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
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

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Raymond James Financial's CSD Position: Q1 2026 in Review

Raymond James Financial increased its Invesco S&P Spin-Off ETF (CSD) stake by 32% in Q1 2026, buying an estimated $90.1K and bringing the position to 3,285 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #4543.

Raymond James Financial first reported a position in CSD in Q2 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold CSD as of Q1 2026.

  • Raymond James Financial held 3,285 shares of Invesco S&P Spin-Off ETF worth $370K as of Q1 2026.
  • Raymond James Financial bought 799 Invesco S&P Spin-Off ETF shares in Q1 2026, an estimated $90.1K.
  • Invesco S&P Spin-Off ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4543 holding.
  • Raymond James Financial first reported a position in Invesco S&P Spin-Off ETF in Q2 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.