INVESCO EXCHANGE TRADED FD T

Ticker: CSD CUSIP: 46137V159 Class: S&P SPIN OFF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Chicago Partners Investment Group LLC57,133$6,335
Private Advisor Group, LLC39,358$3,925
LPL Financial LLC22,134$2,207
Institute for Wealth Management, LLC.15,801$1,576
Occidental Asset Management, LLC10,000$997
BANK OF AMERICA CORP /DE/9,934$991
Peak Asset Management, LLC9,931$990
Phocas Financial Corp.7,400$738
MORGAN STANLEY7,391$737
Hikari Tsushin, Inc.4,903$489
FIRST MANHATTAN CO. LLC.4,515$450
SUSQUEHANNA INTERNATIONAL GROUP, LLP4,322$431
WELLS FARGO & COMPANY/MN3,864$385
COMMONWEALTH EQUITY SERVICES, LLC3,808$380
AMERIPRISE FINANCIAL INC2,919$291
HighTower Advisors, LLC2,813$281
Fulcrum Equity Management2,596$259
RAYMOND JAMES FINANCIAL INC2,486$248
CITIZENS FINANCIAL GROUP INC/RI2,300$229
TWO SIGMA INVESTMENTS, LP2,100$209
OSAIC HOLDINGS, INC.1,104$110
JONES FINANCIAL COMPANIES LLLP706$70
UBS Group AG500$50
Kestra Advisory Services, LLC491$49
REDMONT WEALTH ADVISORS LLC453$45
BLAIR WILLIAM & CO/IL410$41
Allworth Financial LP400$40
Costello Asset Management, INC356$36
CITIGROUP INC243$24
Harbor Asset Planning, Inc.215$21
FMR LLC181$18
DUNCKER STREETT & CO INC100$10
AE Wealth Management LLC50$5
Total (33 institutions)220,917$22,670