Sigma Planning Corp’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Sigma Planning Corp’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	$1.37M	Buy	+9,120	New	+$1.22M	0.03%	481

Other funds holding CSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Sigma Planning Corp's CSD Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q2 2026: 9,120 shares worth $1.37M. The stake represents 0.03% of the portfolio and ranks #481 among its holdings.

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

Sigma Planning Corp held 9,120 shares of Invesco S&P Spin-Off ETF worth $1.37M as of Q2 2026.
Invesco S&P Spin-Off ETF was a new Sigma Planning Corp position in Q2 2026.
Invesco S&P Spin-Off ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #481 holding.
28 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.