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Invesco S&P Spin-Off ETF
CSD

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$20.4M +$200K +4,096 +1%
CPIG
2
Chicago Partners Investment Group
Illinois
$8.49M +$3.84M +78,530 +88%
WMG
3
WESCAP Management Group
California
$6.63M -$104K -2,132 -2%
Bank of America
4
Bank of America
North Carolina
$5.06M -$816K -16,672 -14%
Morgan Stanley
5
Morgan Stanley
New York
$4.85M -$714K -14,577 -13%
BCI
6
Brinker Capital Investments
Pennsylvania
$4M -$489K -10,000 -11%
BTS
7
BB&T Securities
Virginia
$3.3M +$144K +2,952 +5%
NCMW
8
Northern Capital Management (Wisconsin)
Wisconsin
$3.12M +$754K +15,410 +33%
UBS Group
9
UBS Group
Switzerland
$1.8M -$652K -13,327 -27%
FANJ
10
Financial Architects (New Jersey)
New Jersey
$1.77M -$39.2K -800 -2%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$1.59M +$1.54M +31,440 New
LPL Financial
12
LPL Financial
California
$1.5M +$81.7K +1,669 +6%
BC
13
Brinker Capital
Pennsylvania
$1.41M -$131K -2,678 -9%
IFWM
14
Institute for Wealth Management
Colorado
$1.38M – – –
OAM
15
Occidental Asset Management
California
$1.23M – – –
PFC
16
Phocas Financial Corp
California
$1M – – –
AR
17
Advisory Research
Illinois
$942K – – –
Jane Street
18
Jane Street
New York
$832K -$1.37M -27,933 -63%
PAM
19
Peak Asset Management
Colorado
$780K – – –
MML Investors Services
20
MML Investors Services
Massachusetts
$661K -$98.2K -2,006 -13%
Ameriprise
21
Ameriprise
Minnesota
$647K +$88.1K +1,800 +16%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$573K -$992K -20,260 -64%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$518K +$69.3K +1,416 +16%
RJA
24
Raymond James & Associates
Florida
$517K -$19.7K -402 -4%
AP
25
Appleton Partners
Massachusetts
$388K -$24.7K -505 -6%
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