Beacon Pointe Advisors »

Invesco Zacks Multi-asset Income Etf exchange traded fund shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Invesco Zacks Multi-asset Income Etf exchange traded fund (CVY) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Invesco Zacks Multi-asset Income Etf exchange traded fund

Tip: Access up to 7 years of quarterly data

All positions including Invesco Zacks Multi-asset Income Etf exchange traded fund held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Zacks Multi-asset Income Etf exchange traded fund by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 66k 28.83

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Lennox International (LII)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

Top funds holding Invesco Zacks Multi-asset Income Etf exchange traded fund

Morgan Stanley
Kestra Advisory Services
HBK Sorce Advisory
Susquehanna International
LPL Financial
Beacon Pointe Advisors
Raymond James Financial
Cambridge Investment Research Advisors
Wells Fargo & Company
Trustmark National Bank - Trust Department
Advisor Group Holdings
Bank of America Corporation
Haverford Trust Company
Fifth Third Securities
Fifth Third Bancorp

View all funds holding Invesco Zacks Multi-asset Income Etf exchange traded fund