Who owns Invesco Zacks Multi-asset Income Etf exchange traded fund?
- Ticker: CVY
- CUSIP Number: 46137y500
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Zacks Multi-asset Income Etf exchange traded fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Invesco Zacks Multi-asset Income Etf exchange traded fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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HBK Sorce Advisory | 110k | $2.9M | -1% | Sep 2024 |
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Morgan Stanley | 93k | $2.3M | -1% | Jun 2024 |
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Commonwealth Equity Services | 91k | $2.4M | -1% | Sep 2024 |
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Cambridge Investment Research Advisors | 70k | $1.8M | 2% | Sep 2024 |
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MGB Wealth Management | 58k | $1.5M | -1% | Sep 2024 |
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LPL Financial | 57k | $1.5M | 5% | Sep 2024 |
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Wells Fargo & Company | 26k | $690k | -20% | Sep 2024 |
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Trustmark National Bank - Trust Department | 22k | $584k | 0% | Sep 2024 |
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Sequoia Financial Advisors | 20k | $522k | 0% | Sep 2024 |
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Advisor Group Holdings | 20k | $513k | -31% | Sep 2024 |
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Raymond James Financial Services Advisors | 17k | $454k | 5% | Sep 2024 |
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Bank of America Corporation | 16k | $427k | 8% | Sep 2024 |
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Atria Wealth Solutions | 16k | $415k | 8% | Sep 2024 |
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Brian McDonald | 16k | $410k | 0% | Sep 2024 |
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Raymond James & Associates | 14k | $359k | 0% | Sep 2024 |
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Castleview Partners | 3.2k | $82k | 1% | Sep 2024 |
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Deutsche Bank Aktiengesellschaft | 1.6k | $42k | 0% | Sep 2024 |
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Harbour Investments | 1.1k | $30k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 1.0k | $27k | 0% | Sep 2024 |
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Private Trust Co Na | 1.0k | $25k | 0% | Jun 2024 |
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Pnc Financial Services | 996.00 | $26k | 0% | Sep 2024 |
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Royal Bank of Canada | 971.00 | $25k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 812.00 | $20k | 0% | Jun 2024 |
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Capital Advisors | 647.00 | $17k | 0% | Sep 2024 |
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Rothschild Investment | 600.00 | $16k | 0% | Sep 2024 |
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Geneos Wealth Management | 413.00 | $10k | -38% | Jun 2024 |
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Financial Perspectives | 410.00 | $11k | 1% | Sep 2024 |
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Summit Investment Advisors | 305.00 | $8.0k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 246.00 | $6.4k | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 70.00 | $1.8k | -29% | Sep 2024 |
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Raleigh Capital Management | 20.00 | $522.000000 | 0% | Sep 2024 |
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DHJJ Financial Advisors | 18.00 | $471.000600 | 0% | Sep 2024 |
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Private Ocean | 10.00 | $251.000000 | 100% | Jun 2024 |
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Who sold out of Invesco Zacks Multi-asset Income Etf exchange traded fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jpmorgan Chase & Co | Jun 2024 | 11k | $283k |
High Falls Advisors | Jun 2024 | 11k | $278k |
CWM | Jun 2024 | 1.4k | $34k |
William Blair $ Company | Jun 2024 | 683.00 | $17k |
CoreFirst Bank & Trust | Mar 2024 | 300.00 | $7.7k |
Qube Research & Technologies | Mar 2024 | 235.00 | $6.0k |
International Assets Investment Management | Jun 2024 | 42.00 | $1.1k |