SW
CSD icon

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

SVB Wealth’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
2021
Q2 		– Sell
-134
Closed -$8K – 998
2021
Q1 		$8K Hold
134
– – ﹤0.01% 913
2020
Q4 		$7K Hold
134
– – ﹤0.01% 849
2020
Q3 		$6K Sell
134
-78
-37% -$3.26K ﹤0.01% 741
2020
Q2 		$7K Buy
212
+134
+172% +$4.62K ﹤0.01% 621
2020
Q1 		$2K Hold
78
– – ﹤0.01% 576
2019
Q4 		$4K Buy
+78
New +$3.75K ﹤0.01% 645

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return