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Spire Wealth Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Spire Wealth 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
2022
Q2 		– Sell
-600
Closed -$36K – 2681
2022
Q1 		$36K Hold
600
– – ﹤0.01% 1569
2021
Q4 		$37K Hold
600
– – ﹤0.01% 1852
2021
Q3 		$38K Hold
600
– – ﹤0.01% 1582
2021
Q2 		$39K Hold
600
– – ﹤0.01% 1587
2021
Q1 		$38K Buy
+600
New +$36.3K ﹤0.01% 1864

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

Spire Wealth Management's CSD Position: Q2 2022 in Review

Spire Wealth Management sold out of Invesco S&P Spin-Off ETF (CSD) in Q2 2022, closing a stake of 600 shares — an estimated $36K sold.

Spire Wealth Management first reported a position in CSD in Q1 2021 and held it in 5 quarters. The position peaked at $39K in Q2 2021. 32 funds tracked by Wall St. Rank hold CSD as of Q2 2022.

  • Spire Wealth Management reported no remaining Invesco S&P Spin-Off ETF position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 600 Invesco S&P Spin-Off ETF shares in Q2 2022, an estimated $36K.
  • Spire Wealth Management first reported a position in Invesco S&P Spin-Off ETF in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Invesco S&P Spin-Off ETF position peaked at $39K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.