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Disclosery

CSD INVESCO EXCHANGE TRADED FD T

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CMN (fund)

35 managers (35 13F filers) reported a position in CSD shares at 2025-12-31, 221,839 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
5
Added
6
Reduced
9
Sold out
3
Shares held by filers
221,839

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Chicago Partners Investment Group LLC57,133$6.34M0.16%-3,61413F-HRTimeline
Private Advisor Group, LLC39,358$3.93M0.02%-10,84513F-HRTimeline
LPL Financial LLC22,134$2.21M<0.01%-27913F-HRTimeline
Institute for Wealth Management, LLC.15,801$1.58M0.17%-21013F-HRTimeline
Occidental Asset Management, LLC10,000$997K0.12%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,934$991K<0.01%-51513F-HRTimelineGroup
Peak Asset Management, LLC9,931$990K0.17%013F-HRTimeline
Phocas Financial Corp.7,400$738K0.1%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY7,391$737K<0.01%-52713F-HR/ATimelineGroup
Hikari Tsushin, Inc.4,903$489K0.03%013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,515$450K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,322$431K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,864$385K<0.01%+10913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,808$380K<0.01%-35913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,919$291K<0.01%-25013F-HRTimelineGroup
HighTower Advisors, LLC2,813$281K<0.01%+313F-HRTimeline
Fulcrum Equity Management2,596$259K0.25%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,486$248K<0.01%+12413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,300$229K<0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,100$209K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,104$110K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC922$91.9K0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP706$70.4K<0.01%+28013F-HRTimelineGroup
UBS Group AGin group UBS Group AG500$49.9K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC491$49K<0.01%new13F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC453$45.2K0.07%013F-HRTimeline
BLAIR WILLIAM & CO/IL410$40.9K<0.01%013F-HRTimeline
Allworth Financial LP400$39.9K<0.01%013F-HRTimeline
Costello Asset Management, INC356$35.5K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC243$24.2K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.215$21.4K0.02%+113F-HRTimeline
FMR LLCin group FMR LLC181$18.1K<0.01%-213F-HRTimelineGroup
DUNCKER STREETT & CO INC100$9.97K<0.01%013F-HRTimeline
AE Wealth Management LLC50$4.99K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.