DUNCKER STREETT & CO INC CSD INVESCO EXCHANGE TRADED FD T

Ownership history in DUNCKER STREETT & CO INC  ·  31 quarters on record

AI Ownership Summary

DUNCKER STREETT & CO INC reported INVESCO EXCHANGE TRADED FD T (CSD) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CSD at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DUNCKER STREETT & CO 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
2026 Q1

CSD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 DUNCKER STREETT & CO INC held CSD — position size vs. price
% of Fund (quarterly)    CSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 100 0% 0.00% $11K 2026-04-29 $124.97
2025 Q4 UNCHANGED 100 0% 0.00% $10K 2026-01-27 $110.00
2025 Q3 UNCHANGED 100 0% 0.00% $9K 2025-10-23 $96.56
2025 Q2 UNCHANGED 100 0% 0.00% $8K 2025-07-28 $87.55
2025 Q1 UNCHANGED 100 0% 0.00% $8K 2025-04-22 $67.84
2024 Q4 UNCHANGED 100 0% 0.00% $8K 2025-02-05 $88.00
2024 Q3 UNCHANGED 100 0% 0.00% $8K 2024-11-12 $84.90
2024 Q2 UNCHANGED 100 0% 0.00% $7K 2024-07-31 $75.19
2024 Q1 UNCHANGED 100 0% 0.00% $7K 2024-04-23 $69.23
2023 Q4 UNCHANGED 100 0% 0.00% $6K 2024-01-30 $63.18
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DUNCKER STREETT & CO 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 DUNCKER STREETT & CO INC reported owning CSD?

DUNCKER STREETT & CO INC reported CSD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CSD position in DUNCKER STREETT & CO INC's portfolio?

The largest reported portfolio weight for CSD was 0.00% in 2026 Q1.

What is the latest reported CSD position on this page?

The most recent filing on this page is 2026 Q1, when DUNCKER STREETT & CO INC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this CSD ownership page compare?

The chart compares DUNCKER STREETT & CO 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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