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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Top investors of Invesco Zacks Multi-asset Income Etf exchange traded fund stock
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 161k | $4.4M | 100% | Mar 2026 |
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| HBK Sorce Advisory | 90k | $2.6M | -12% | Mar 2026 |
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| Kestra Advisory Services | 88k | $2.4M | 4305% | Mar 2026 |
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| LPL Financial | 76k | $2.1M | -6% | Mar 2026 |
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| MGB Wealth Management | 66k | $1.8M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 37k | $993k | -26% | Mar 2026 |
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| Raymond James Financial | 33k | $872k | -2% | Dec 2025 |
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| Wells Fargo & Company | 25k | $664k | -7% | Mar 2026 |
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| Trustmark National Bank - Trust Department | 22k | $605k | 0% | Mar 2026 |
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| Susquehanna International | 21k | $568k | -22% | Dec 2025 |
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| Advisor Group Holdings | 17k | $461k | -5% | Dec 2025 |
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| Bank of America Corporation | 14k | $369k | 100% | Mar 2026 |
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| Haverford Trust Company | 9.0k | $243k | 100% | Mar 2026 |
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| Citadel Advisors | 8.6k | $232k | -7% | Mar 2026 |
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| Envestnet Asset Management | 8.1k | $219k | 100% | Mar 2026 |
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| Brian McDonald | 5.7k | $153k | 2% | Dec 2025 |
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| Fifth Third Bancorp | 5.4k | $146k | 100% | Mar 2026 |
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| FMR | 3.2k | $85k | 4% | Dec 2025 |
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| Rockefeller Capital Management | 2.8k | $75k | 7% | Mar 2026 |
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| UBS Group | 2.3k | $63k | -4% | Mar 2026 |
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| Harbour Investments | 1.9k | $50k | 12% | Mar 2026 |
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| Cape Investment Advisory | 1.2k | $32k | 0% | Dec 2025 |
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| EverSource Wealth Advisors | 1.0k | $27k | 0% | Mar 2026 |
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| Royal Bank of Canada | 1.0k | $27k | 0% | Mar 2026 |
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| Private Trust Co Na | 1.0k | $27k | 0% | Mar 2026 |
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| Pnc Financial Services | 996.00 | $27k | 0% | Mar 2026 |
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| Dunhill Financial | 750.00 | $20k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 679.00 | $18k | 0% | Mar 2026 |
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| Assetmark | 663.00 | $18k | 0% | Mar 2026 |
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| Capital Advisors | 647.00 | $18k | 0% | Mar 2026 |
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| Rothschild Investment | 600.00 | $16k | 0% | Mar 2026 |
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| CX Institutional | 510.00 | $14k | -2% | Mar 2026 |
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| Financial Perspectives | 434.00 | $12k | 1% | Mar 2026 |
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| Geneos Wealth Management | 400.00 | $11k | 0% | Mar 2026 |
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| Summit Investment Advisors | 250.00 | $6.8k | 0% | Mar 2026 |
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| Motiv8 Investments | 250.00 | $7.0k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 246.00 | $6.6k | -88% | Dec 2025 |
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| Legacy Wealth Managment | 243.00 | $6.6k | 0% | Mar 2026 |
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| Larson Financial Group | 190.00 | $5.1k | 0% | Dec 2025 |
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| D. J. St. Germain | 167.00 | $4.5k | 1% | Mar 2026 |
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| MAI Wealth Advisors | 130.00 | $3.5k | 1% | Mar 2026 |
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| CoreCap Advisors | 100.00 | $2.7k | 0% | Mar 2026 |
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| 1620 Investment Advisors | 85.00 | $2.3k | 0% | Mar 2026 |
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| International Assets Investment Management | 42.00 | $1.1k | 0% | Mar 2026 |
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| DHJJ Financial Advisors | 18.00 | $487.999800 | 0% | Mar 2026 |
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| Western Wealth Management | 3.00 | $81.000000 | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| Commonwealth Equity Services | Dec 2025 | 88k | $2.4M |
| Jpmorgan Chase & Co | Sep 2025 | 1.1k | $29k |
| Jessup Wealth Management | Dec 2025 | 240.00 | $6.4k |