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Invesco S&P Spin-Off ETF
CSD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$23.5M +$23M +636,231 New
Morgan Stanley
2
Morgan Stanley
New York
$18.6M +$18.3M +504,948 New
NCM
3
Niemann Capital Management
Nevada
$8.63M +$8.47M +233,804 New
MCC
4
Mid Continent Capital
Illinois
$7.89M +$7.74M +213,775 New
Wells Fargo
5
Wells Fargo
California
$5.96M +$5.85M +161,531 New
Bank of America
6
Bank of America
North Carolina
$3.88M +$3.8M +104,969 New
CWM
7
Cabot Wealth Management
Massachusetts
$2.89M +$2.84M +78,357 New
CIBC World Market
8
CIBC World Market
Ontario, Canada
$2.83M +$2.78M +76,721 New
BCI
9
Brinker Capital Investments
Pennsylvania
$2.77M +$2.72M +75,000 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.13M +$2.09M +57,622 New
VFS
11
VSR Financial Services
Kansas
$1.97M +$1.93M +53,323 New
U
12
UBS
Switzerland
$1.9M +$1.86M +51,398 New
SI
13
Stephens Inc
Arkansas
$1.87M +$1.83M +50,575 New
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$1.39M +$1.36M +37,500 New
CS
15
Credit Suisse
Switzerland
$1.31M +$1.29M +35,521 New
RJA
16
Raymond James & Associates
Florida
$1.03M +$1.01M +27,893 New
CWM
17
Concert Wealth Management
California
$982K +$963K +26,588 New
B
18
Baird
Wisconsin
$861K +$844K +23,317 New
RC
19
Roundview Capital
New Jersey
$824K +$808K +22,300 New
Citigroup
20
Citigroup
New York
$598K +$586K +16,193 New
LPL Financial
21
LPL Financial
California
$460K +$451K +12,452 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$455K +$447K +12,331 New
PFC
23
Phocas Financial Corp
California
$452K +$444K +12,250 New
RFC
24
Regions Financial Corp
Alabama
$399K +$391K +10,800 New
AIG
25
American International Group
New York
$358K +$352K +9,706 New
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