CSD — INVESCO EXCHANGE TRADED FD T

Ownership history in Private Advisor Group, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Private Advisor Group, LLC reported a position in INVESCO EXCHANGE TRADED FD T (CSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 39,358 -10,845 -21.6% 0.02% $3.9M $99.73
2025 Q3 INITIATED 50,203 — — 0.02% $4.7M $92.97
% of Fund (quarterly)    CSD price (monthly, adj. close)

Other funds also holding CSD

As of 2025 Q4 — sorted by position size

Peak Asset Management, LLC 3Y 7Y 0.17% Institute for Wealth Management, LLC. 3Y 7Y 0.17% Chicago Partners Investment Group LLC 3Y 7Y 0.16% Occidental Asset Management, LLC 3Y 7Y 0.12% Phocas Financial Corp. 3Y 7Y 0.1% REDMONT WEALTH ADVISORS LLC 3Y 0.07% Hikari Tsushin, Inc. 3Y 7Y 0.03% Costello Asset Management, INC 3Y 7Y 0.01% CITIZENS FINANCIAL GROUP INC/RI 3Y 7Y 0.0% DUNCKER STREETT & CO INC 3Y 7Y 0.0%
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