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Disclosery

CVY INVESCO EXCHANGE TRADED FD T

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ZACKS MULT AST (fund)

37 managers (37 13F filers) reported a position in CVY shares at 2025-03-31, 738,205 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
37
13F filers
37
New
2
Added
10
Reduced
9
Sold out
5
Shares held by filers
738,205

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY122,847$3.12M<0.01%-4,28113F-HRTimelineGroup
HBK Sorce Advisory LLC107,403$2.73M0.08%-2,76413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC90,203$2.29M<0.01%-43913F-HRTimeline
Cambridge Investment Research Advisors,…81,765$2.08M0.01%+6,95813F-HRTimeline
MGB Wealth Management, LLC66,548$1.69M0.61%013F-HRTimeline
LPL Financial LLC61,808$1.57M<0.01%+64113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,348$1.02M<0.01%+25,85813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,393$848K<0.01%+66413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,217$589K<0.01%-2,11913F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT22,340$567K0.04%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,822$427K<0.01%+2,39513F-HRTimelineGroup
COMERICA BANK15,740$400K<0.01%+3013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,858$352K<0.01%-7,37613F-HRTimelineGroup
Atria Wealth Solutions, Inc.13,040$331K<0.01%-2,71913F-HRTimeline
Cetera Investment Advisers10,578$269K<0.01%-35213F-HRTimeline
FMR LLCin group FMR LLC2,587$65.7K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,139$54.3K<0.01%-2,73513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,056$52.4K<0.01%+1,61913F-HR/ATimelineGroup
Cape Investment Advisory, Inc.1,200$30.5K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,132$28.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,040$26.4K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,026$26.1K<0.01%+61313F-HRTimeline
PRIVATE TRUST CO NA1,000$25.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…996$25.3K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA971$25K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…679$17.2K<0.01%-13313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC663$16.8K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC647$16K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC600$15.2K<0.01%013F-HRTimeline
CX Institutional539$14K<0.01%new13F-HRTimeline
Financial Perspectives, Inc417$10.6K<0.01%+313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…305$7.74K<0.01%013F-HRTimelineGroup
MAI Capital Management125$3.17K<0.01%+113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.85$2.16K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70$1.78K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.18$458<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.