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SBI Okasan Asset Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

SBI Okasan Asset 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
2026
Q2 		$3.56M Buy
+24,460
New +$3.26M 0.12% 37

Other funds holding CSD

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
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $333M AUM 25.99% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SBI Okasan Asset Management's CSD Position: Q2 2026 in Review

SBI Okasan Asset Management opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q2 2026: 24,460 shares worth $3.56M. The stake represents 0.12% of the portfolio and ranks #37 among its holdings.

11 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • SBI Okasan Asset Management held 24,460 shares of Invesco S&P Spin-Off ETF worth $3.56M as of Q2 2026.
  • Invesco S&P Spin-Off ETF was a new SBI Okasan Asset Management position in Q2 2026.
  • Invesco S&P Spin-Off ETF made up 0.12% of SBI Okasan Asset Management's portfolio in Q2 2026, its #37 holding.
  • 11 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.