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Disclosery

CVY INVESCO EXCHANGE TRADED FD T

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ZACKS MULT AST (fund)

40 managers (40 13F filers) reported a position in CVY shares at 2024-12-31, 726,505 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
40
New
7
Added
12
Reduced
4
Sold out
2
Shares held by filers
726,505

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY127,128$3.2M<0.01%+3,46513F-HR/ATimelineGroup
HBK Sorce Advisory LLC110,167$2.77M0.08%+62213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC90,642$2.28M<0.01%+1413F-HRTimeline
Cambridge Investment Research Advisors,…74,807$1.88M0.01%+4,98013F-HRTimeline
MGB Wealth Management, LLC66,548$1.67M0.52%+8,51113F-HRTimeline
LPL Financial LLC61,167$1.54M<0.01%+4,41513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,729$823K<0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,336$637K<0.01%-1,06613F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT22,340$562K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,234$534K<0.01%+1,59513F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.15,759$397K<0.01%-11913F-HRTimeline
COMERICA BANK15,710$395K<0.01%+2413F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,490$365K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,427$363K<0.01%-1,91013F-HRTimelineGroup
Cetera Investment Advisers10,930$275K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG4,874$123K<0.01%+1,11713F-HRTimelineGroup
Castleview Partners, LLC3,185$80.8K0.04%+2913F-HR/ATimeline
FMR LLCin group FMR LLC2,587$65.1K<0.01%-23313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,625$40.9K<0.01%013F-HR/ATimelineGroup
Cape Investment Advisory, Inc.1,200$30.2K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,132$28.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,040$26.2K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,000$25.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…996$25.1K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA971$24K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…812$20.4K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC647$16K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC600$15.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP437$11K<0.01%+19113F-HRTimelineGroup
Financial Perspectives, Inc414$10.4K<0.01%+413F-HRTimeline
Geneos Wealth Management Inc.413$10.4K<0.01%013F-HRTimeline
Blue Trust, Inc.377$9.48K<0.01%new13F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…305$7.67K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC159$4.01K<0.01%new13F-HRTimelineGroup
MAI Capital Management124$3.11K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.85$2.14K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70$1.76K<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.20$503<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.18$453<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.