Skip to content
Disclosery

CVY INVESCO EXCHANGE TRADED FD T

Follow

ZACKS MULT AST (fund)

37 managers (38 13F filers) reported a position in CVY shares at 2025-06-30, 736,061 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
37
13F filers
38
New
4
Added
10
Reduced
9
Sold out
3
Shares held by filers
736,061

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY135,768$3.5M<0.01%+12,92113F-HRTimelineGroup
HBK Sorce Advisory LLC102,709$2.65M0.07%-4,69413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC90,217$2.33M<0.01%+1413F-HRTimeline
Cambridge Investment Research Advisors,…82,653$2.13M0.01%+88813F-HRTimeline
LPL Financial LLC74,619$1.92M<0.01%+12,81113F-HRTimeline
MGB Wealth Management, LLC66,548$1.72M0.57%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,625$918K<0.01%-4,72313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,409$835K<0.01%-98413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,580$711K<0.01%+4,36313F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT22,340$576K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,945$488K<0.01%+5,08713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,519$374K<0.01%-2,30313F-HRTimelineGroup
COMERICA BANK13,312$343K<0.01%-2,42813F-HRTimeline
FMR LLCin group FMR LLC2,332$60.1K<0.01%-25513F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,200$56.7K<0.01%+6113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,005$51.6K<0.01%-5113F-HRTimelineGroup
Cape Investment Advisory, Inc.1,200$30.9K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,132$29.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,040$26.8K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,007$26K<0.01%+3613F-HR/ATimelineGroup
PRIVATE TRUST CO NA1,000$25.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…996$25.7K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC750$19.3K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…679$17.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC663$17.1K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC647$17K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.613$15.8K<0.01%-41313F-HRTimeline
ROTHSCHILD INVESTMENT LLC600$15.5K<0.01%013F-HRTimeline
CX Institutional534$14K<0.01%-513F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding505$13K+200Timeline
Financial Perspectives, Inc422$10.9K<0.01%+513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC163$4.19K<0.01%new13F-HRTimelineGroup
MAI Capital Management126$3.25K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC100$3K<0.01%new13F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.85$2.19K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.18$464<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.