Institute for Wealth Management, LLC.

Position in CSD — Invesco S&P Spin-Off ETF

CIK 1533954 DENVER, CO

All Filings in CSD

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CSD	$1,775,453	15,758	-0.3%	Shares	Sole	2026-05-14
2025-12-31 CSD	$1,575,833	15,801	-1.3%	Shares	Sole	2026-01-27
2025-09-30 CSD	$1,490,944	16,011	-0.3%	Shares	Sole	2025-10-17
2025-06-30 CSD	$1,347,266	16,058	-1.0%	Shares	Sole	2025-07-18
2025-03-31 CSD	$1,217,199	16,225	-0.6%	Shares	Sole	2025-04-21
2024-12-31 CSD	$1,340,440	16,315	-0.3%	Shares	Sole	2025-01-23
2024-09-30 CSD	$1,315,249	16,369	0.0%	Shares	Sole	2024-11-12
2024-06-30 CSD	$1,139,937	16,369	0.0%	Shares	Sole	2024-07-25
2024-03-31 CSD	$1,161,707	16,369	-0.5%	Shares	Sole	2024-04-30
2023-12-31 CSD	$1,061,440	16,459	-6.4%	Shares	Sole	2024-01-31
2023-09-30 CSD	$984,783	17,576	-0.9%	Shares	Sole	2023-10-13
2023-06-30 CSD	$1,002,132	17,740	-3.1%	Shares	Sole	2023-07-25
2023-03-31 CSD	$1,036,529	18,310	0.0%	Shares	Sole	2023-04-20
2022-12-31 CSD	$959,077	18,310	-0.3%	Shares	Sole	2023-02-02
2022-09-30 CSD	$875,139	18,366	0.0%	Shares	Sole	2022-10-18
2022-06-30 CSD	$917,014	18,366	0.0%	Shares	Sole	2022-07-25
2022-03-31 CSD	$1,103,429	18,366	0.0%	Shares	Sole	2022-04-29
2021-12-31 CSD	$1,141,997	18,366	0.0%	Shares	Sole	2022-01-21
2021-09-30 CSD	$1,154,303	18,366	0.0%	Shares	Sole	2021-11-15
2021-06-30 CSD	$1,185,157	18,366	0.0%	Shares	Sole	2021-07-21
2021-03-31 CSD	$1,155,037	18,366	-0.5%	Shares	Sole	2021-05-04
2020-12-31 CSD	$1,023,200	18,456	-6.2%	Shares	Sole	2021-02-01
2020-09-30 CSD	$854,354	19,672	-3.4%	Shares	Sole	2020-11-03
2020-06-30 CSD	$767,293	20,358	+0.4%	Shares	Sole	2020-07-30
2020-03-31 CSD	$577,314	20,278	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.