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Disclosery

CVY INVESCO EXCHANGE TRADED FD T

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ZACKS MULT AST (fund)

46 managers (46 13F filers) reported a position in CVY shares at 2025-12-31, 705,402 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
46
13F filers
46
New
6
Added
13
Reduced
11
Sold out
1
Shares held by filers
705,402

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY144,894$3.89M<0.01%+6,83513F-HR/ATimelineGroup
HBK Sorce Advisory LLC101,643$2.92M0.07%+1,39813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,896$2.36M<0.01%-1,16813F-HRTimeline
LPL Financial LLC81,303$2.18M<0.01%+13,24313F-HRTimeline
MGB Wealth Management, LLC66,401$1.78M0.51%+10413F-HRTimeline
Cambridge Investment Research Advisors,…49,803$1.33M<0.01%-33,44513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,506$872K<0.01%-66813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,490$710K<0.01%-1,04013F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT22,340$599K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,169$568K<0.01%-6,03213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,197$461K<0.01%-84213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,293$383K<0.01%+11513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,189$246K<0.01%-3,55013F-HRTimelineGroup
COMERICA BANK5,719$153K<0.01%+13313F-HRTimeline
FMR LLCin group FMR LLC3,162$84.8K<0.01%+12113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,576$69.1K<0.01%+1413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,432$65.2K<0.01%+6813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,994$53.5K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,655$44.4K<0.01%+52313F-HRTimeline
Cape Investment Advisory, Inc.1,200$32.2K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,012$27.1K<0.01%-2813F-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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO873$23.4K<0.01%-19313F-HRTimelineGroup
Dunhill Financial, LLC750$20.1K<0.01%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 Institutional522$14K<0.01%-813F-HRTimeline
Financial Perspectives, Inc431$11.6K<0.01%+513F-HRTimeline
Geneos Wealth Management Inc.400$10.7K<0.01%013F-HRTimeline
Motiv8 Investments LLC250$7K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…250$6.7K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP246$6.6K<0.01%-1,77913F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…243$6.52K<0.01%new13F-HRTimelineGroup
Jessup Wealth Management, Inc240$6.44K<0.01%new13F-HRTimeline
Larson Financial Group LLC190$5.09K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC166$4.45K<0.01%+213F-HRTimelineGroup
MAI Capital Management129$3.46K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC100$2.68K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.85$2.28K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…42$1.13K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.18$483<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$27<0.01%013F-HRTimelineGroup