Skip to content
Disclosery

CVY INVESCO EXCHANGE TRADED FD T

Follow

ZACKS MULT AST (fund)

41 managers (41 13F filers) reported a position in CVY shares at 2025-09-30, 737,907 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
9
Reduced
12
Sold out
2
Shares held by filers
737,907

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY138,059$3.7M<0.01%+2,29113F-HR/ATimelineGroup
HBK Sorce Advisory LLC100,245$2.63M0.07%-2,46413F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC89,064$2.39M<0.01%-1,15313F-HRTimeline
Cambridge Investment Research Advisors,…83,248$2.23M0.01%+59513F-HRTimeline
LPL Financial LLC68,060$1.82M<0.01%-6,55913F-HRTimeline
MGB Wealth Management, LLC66,297$1.78M0.5%-25113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,174$889K<0.01%+76513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,530$738K<0.01%-5013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,201$729K<0.01%-8,42413F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT22,340$599K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,039$486K<0.01%-90613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,178$380K<0.01%-34113F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,739$341K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,183$246K<0.01%new13F-HRTimelineGroup
COMERICA BANK5,586$150K<0.01%-7,72613F-HRTimeline
FMR LLCin group FMR LLC3,041$81.5K<0.01%+70913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,562$68.7K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,364$63.3K<0.01%+16413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,025$54.5K<0.01%+2013F-HRTimelineGroup
Cape Investment Advisory, Inc.1,200$32.2K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,132$30.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,066$28.6K<0.01%new13F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,040$27.9K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,007$27K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,000$26.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…996$26.7K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC750$20.1K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…679$18.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC663$17.8K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC647$17K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC600$16.1K<0.01%013F-HRTimeline
CX Institutional530$14K<0.01%-413F-HRTimeline
Financial Perspectives, Inc426$11.4K<0.01%+413F-HRTimeline
Geneos Wealth Management Inc.400$10.7K<0.01%-21313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding250$6.7K-255Timeline
Larson Financial Group LLC190$5.09K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC164$4.4K<0.01%+113F-HRTimelineGroup
MAI Capital Management128$3.42K<0.01%+213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.85$2.28K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.18$483<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$27<0.01%new13F-HRTimelineGroup