Invesco Zacks Multi-asset Income Etf exchange traded fund shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Invesco Zacks Multi-asset Income Etf exchange traded fund (CVY) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Invesco Zacks Multi-asset Income Etf exchange traded fund
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Quarterly reported holdings in Invesco Zacks Multi-asset Income Etf exchange traded fund by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $475k | 20k | 23.76 |
| 2023-09-30 | $438k | 20k | 21.93 |
| 2023-06-30 | $465k | 22k | 21.42 |
| 2023-03-31 | $458k | 22k | 21.08 |
| 2022-12-31 | $460k | 22k | 21.15 |
| 2022-09-30 | $428k | 22k | 19.70 |
| 2022-06-30 | $446k | 22k | 20.53 |
| 2022-03-31 | $521k | 22k | 23.98 |
| 2021-12-31 | $533k | 22k | 24.53 |
| 2021-09-30 | $517k | 22k | 23.80 |
| 2021-06-30 | $531k | 22k | 24.44 |
| 2021-03-31 | $505k | 22k | 23.25 |
| 2020-12-31 | $436k | 22k | 20.07 |
| 2020-09-30 | $355k | 22k | 16.34 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $301k | 22k | 13.86 |
| 2019-12-31 | $515k | 22k | 23.41 |
| 2019-06-30 | $308k | 14k | 22.16 |
| 2019-03-31 | $300k | 14k | 21.58 |
| 2018-12-31 | $267k | 14k | 19.21 |
| 2018-09-30 | $308k | 14k | 22.16 |
| 2018-06-30 | $313k | 14k | 21.96 |
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