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Redhawk Wealth Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Redhawk Wealth Advisors’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
2019
Q3 		– Sell
-191
Closed -$10K – 186
2019
Q2 		$10K Buy
+191
New +$9.6K ﹤0.01% 375

Other funds holding CSD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

Redhawk Wealth Advisors's CSD Position: Q3 2019 in Review

Redhawk Wealth Advisors sold out of Invesco S&P Spin-Off ETF (CSD) in Q3 2019, closing a stake of 191 shares — an estimated $10K sold.

Redhawk Wealth Advisors first reported a position in CSD in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 41 funds tracked by Wall St. Rank hold CSD as of Q3 2019.

  • Redhawk Wealth Advisors reported no remaining Invesco S&P Spin-Off ETF position as of Q3 2019 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 191 Invesco S&P Spin-Off ETF shares in Q3 2019, an estimated $10K.
  • Redhawk Wealth Advisors first reported a position in Invesco S&P Spin-Off ETF in Q2 2019 and held it in 1 quarter.
  • Redhawk Wealth Advisors's Invesco S&P Spin-Off ETF position peaked at $10K in Q2 2019.
  • 41 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q3 2019.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2019, filed 4 Oct 2019.