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CSD icon

Transce3nd’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Transce3nd’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
2025
Q3 		– Sell
-62
Closed -$5.2K – 352
2025
Q2 		$5.2K Hold
62
– – ﹤0.01% 735
2025
Q1 		$4.65K Hold
62
– – ﹤0.01% 742
2024
Q4 		$5.09K Buy
+62
New +$5.21K ﹤0.01% 927

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $931M AUM 29.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
HTI
Hikari Tsushin Inc Tokyo, Japan $1.45B AUM 3.37% 1-Year Est. Return