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Disclosery

CVY INVESCO EXCHANGE TRADED FD T

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ZACKS MULT AST (fund)

41 managers (42 13F filers) reported a position in CVY shares at 2026-06-30, 773,444 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
41
13F filers
42
New
6
Added
12
Reduced
8
Sold out
7
Shares held by filers
773,444

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY162,109$4.67M<0.01%+79613F-HRTimelineGroup
HBK Sorce Advisory LLC86,894$2.65M0.05%-2,94013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC89,125$2.57M0.01%+1,29813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…85,575$2.47M<0.01%+34,16713F-HRTimelineGroup
LPL Financial LLC83,168$2.4M<0.01%+6,88913F-HRTimeline
Beacon Pointe Advisors, LLC66,212$1.91M0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,595$1.14M<0.01%+4,31113F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,660$1.11M<0.01%+1,98113F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,559$708K<0.01%+1513F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT22,340$644K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,518$563K<0.01%-1,76913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,006$404K<0.01%+37713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,403$386K+8,029Timeline
Haverford Trust Co8,228$237K<0.01%-75713F-HRTimeline
FMR LLCin group FMR LLC3,200$92.3K<0.01%-21913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,773$80K<0.01%+2013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,853$53.4K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,441$41K<0.01%+43413F-HRTimelineGroup
Cape Investment Advisory, Inc.1,200$34.6K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,012$29.2K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,000$28.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…996$28.7K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO842$24.4K<0.01%-2713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC663$19.1K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC647$19K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG610$17.6K<0.01%-1,71513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC600$17.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$14.5K<0.01%013F-HRTimelineGroup
CX Institutional486$14K<0.01%-2413F-HRTimeline
Financial Perspectives, Inc441$12.7K<0.01%+713F-HRTimeline
Geneos Wealth Management Inc.400$11.5K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…250$7.21K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.210$6.06K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…205$5.91K<0.01%-47413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$5.77K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC190$5.48K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC170$4.9K<0.01%+313F-HRTimelineGroup
CoreCap Advisors, LLC100$2.88K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…42$1.22K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.18$520<0.01%013F-HRTimeline
Golden State Wealth Management, LLC3$88<0.01%new13F-HRTimeline