CSD β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Costello Asset Management, INC  Β·  4 quarters on record

AI Ownership Summary

Costello Asset Management, INC reported INVESCO EXCHANGE TRADED FD T (CSD) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows CSD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Costello Asset Management, INC's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CSD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Costello Asset Management, INC held CSD β€” position size vs. price
% of Fund (quarterly)    CSD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 356 β€” 0% 0.01% $36K 2026-02-14 (Est.) $115.69
2025 Q3 UNCHANGED 356 β€” 0% 0.01% $33K 2025-11-06 $94.63
2025 Q2 UNCHANGED 356 β€” 0% 0.01% $30K 2025-07-24 $86.37
2025 Q1 INITIATED 356 β€” β€” 0.01% $27K 2025-05-09 $76.56

🏒 Other funds also holding CSD

As of 2026 Q1 β€” sorted by position size

Fulcrum Equity Management 3Y 7Y 0.22%

FAQ About Costello Asset Management, INC and CSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Costello Asset Management, INC reported owning CSD?

Costello Asset Management, INC reported CSD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported CSD position in Costello Asset Management, INC's portfolio?

The largest reported portfolio weight for CSD was 0.01% in 2025 Q4.

What is the latest reported CSD position on this page?

The most recent filing on this page is 2025 Q4, when Costello Asset Management, INC reported 356 shares, equal to 0.01% of portfolio, with an estimated market value of $36K.

What does the chart on this CSD ownership page compare?

The chart compares Costello Asset Management, INC's quarterly CSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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