Invesco Zacks Multi-asset Income Etf exchange traded fund shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Invesco Zacks Multi-asset Income Etf exchange traded fund (CVY) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment 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 Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco Zacks Multi-asset Income Etf exchange traded fund by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7k | 250 | 26.80 |
| 2025-06-30 | $7.9k | 305 | 25.78 |
| 2025-03-31 | $7.7k | 305 | 25.39 |
| 2024-12-31 | $7.7k | 305 | 25.16 |
| 2024-09-30 | $8.0k | 305 | 26.12 |
| 2024-06-30 | $7.7k | 305 | 25.08 |
| 2024-03-31 | $7.8k | 305 | 25.72 |
| 2023-12-31 | $7.2k | 305 | 23.76 |
| 2023-09-30 | $7.2k | 330 | 21.93 |
| 2023-06-30 | $8.1k | 380 | 21.42 |
| 2023-03-31 | $9.3k | 440 | 21.08 |
| 2022-12-31 | $11k | 500 | 21.15 |
| 2022-09-30 | $4.0k | 250 | 16.00 |
| 2022-06-30 | $4.0k | 240 | 16.67 |
| 2022-03-31 | $6.0k | 290 | 20.69 |
| 2021-12-31 | $7.0k | 320 | 21.88 |
| 2021-09-30 | $10k | 445 | 22.47 |
| 2021-06-30 | $10k | 445 | 22.47 |
| 2021-03-31 | $10k | 445 | 22.47 |
| 2020-12-31 | $8.0k | 445 | 17.98 |
| 2020-09-30 | $7.0k | 445 | 15.73 |
| 2020-06-30 | $7.0k | 445 | 15.73 |
| 2020-03-31 | $6.0k | 445 | 13.48 |
| 2019-12-31 | $10k | 445 | 22.47 |
| 2019-09-30 | $12k | 540 | 22.22 |
| 2019-06-30 | $11k | 540 | 20.37 |
| 2019-03-31 | $11k | 540 | 20.37 |
| 2018-12-31 | $10k | 540 | 18.52 |
| 2018-09-30 | $15k | 680 | 22.06 |
| 2018-06-30 | $14k | 680 | 20.59 |
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