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Invesco Zacks Multi-asset Income Etf exchange traded fund shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Zacks Multi-asset Income Etf exchange traded fund by Private Ocean

Quarter filed Position value Share count Share price at filing
2023-12-31 $238 10 23.80
2023-06-30 $214 10 21.40
2023-03-31 $211 10 21.10

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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

HBK Sorce Advisory
Commonwealth Equity Services
MGB Wealth Management
Cambridge Investment Research Advisors
Advisor Group Holdings
Wells Fargo & Company
Bank of America Corporation
Sequoia Financial Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Atria Wealth Solutions
Focus Financial Network
High Falls Advisors
Mariner Wealth Advisors
UBS Group

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