Invesco S&P Spin-Off ETF (CSD)

CUSIP: 46137V159 | NYSE | 139 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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LPL Financial LLC161,824

0.0% of portfolio$20.5M

Chicago Partners Investment Group LLC56,715

0.1% of portfolio$7.0M

Commonwealth Equity Services, LLC55,380

0.0% of portfolio$7.0M

Brookstone Capital Management43,617

0.1% of portfolio$5.5M

Institute for Wealth Management, Llc.15,758

0.2% of portfolio$2.0M

Thrivent Financial for Lutherans12,250

0.0% of portfolio$1.6M

Occidental Asset Management, LLC10,000

0.1% of portfolio$1.3M

J. Team Financial, Inc.9,483

1.0% of portfolio$1.2M

Sigma Planning Corp9,295

0.0% of portfolio$1.2M

Cambridge Investment Research Advisors, Inc.3,751

0.0% of portfolio$475.0K

Citizens Financial Group Inc2,300

0.0% of portfolio$291.5K

First National Bank Sioux Falls1,767

0.1% of portfolio$223.9K

Allworth Financial LP400

0.0% of portfolio$59.9K

Costello Asset Management, Inc356

0.0% of portfolio$45.1K

Harbor Asset Planning, Inc.215

0.0% of portfolio$27.2K

Duncker Streett & Co Inc100

0.0% of portfolio$12.7K

Farther Finance Advisors, LLC50

0.0% of portfolio$6.3K

				Style	Turnover	Location	Filed
LPL Financial LLC	161,824	$20.5M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Chicago Partners Investment Group LLC	56,715	$7.0M	0.1%	GARP	Low	Chicago, IL	2026-10-27
Commonwealth Equity Services, LLC	55,380	$7.0M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Brookstone Capital Management	43,617	$5.5M	0.1%	ETF	Medium	Wheaton, IL	2026-10-22
Institute for Wealth Management, Llc.	15,758	$2.0M	0.2%	Growth	Low	Denver, CO	2026-11-06
Thrivent Financial for Lutherans	12,250	$1.6M	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Occidental Asset Management, LLC	10,000	$1.3M	0.1%	Growth	Low	Burlingame, CA	2026-11-05
J. Team Financial, Inc.	9,483	$1.2M	1.0%	Core	Medium	Abilene, TX	2026-11-03
Sigma Planning Corp	9,295	$1.2M	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Cambridge Investment Research Advisors, Inc.	3,751	$475.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Citizens Financial Group Inc	2,300	$291.5K	0.0%	Growth	Low	Providence, RI	2026-10-23
First National Bank Sioux Falls	1,767	$223.9K	0.1%	ETF	Very Low	Sioux Falls, SD	2026-10-13
Allworth Financial LP	400	$59.9K	0.0%	Index	Low	Folsom, CA	2026-11-06
Costello Asset Management, Inc	356	$45.1K	0.0%	Core	Low	Feasterville, PA	2026-10-30
Harbor Asset Planning, Inc.	215	$27.2K	0.0%	ETF	Very Low	Belmont, MA	2026-10-23
Duncker Streett & Co Inc	100	$12.7K	0.0%	Growth	Low	St. Louis, MO	2026-10-27
Farther Finance Advisors, LLC	50	$6.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08