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Disclosery

CVY INVESCO EXCHANGE TRADED FD T

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ZACKS MULT AST (fund)

43 managers (43 13F filers) reported a position in CVY shares at 2026-03-31, 673,078 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
43
13F filers
43
New
4
Added
12
Reduced
9
Sold out
4
Shares held by filers
673,078

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY161,313$4.37M<0.01%+16,41913F-HRTimelineGroup
HBK Sorce Advisory LLC89,834$2.58M0.05%-11,80913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,827$2.38M0.01%+85,83313F-HRTimelineGroup
LPL Financial LLC76,279$2.06M<0.01%-5,02413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,408$1.39M<0.01%+30,23913F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,679$993K<0.01%-13,12413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,284$955K<0.01%+2,77813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,544$664K<0.01%-1,94613F-HR/ATimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT22,340$605K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,287$576K<0.01%+4,09013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,629$369K<0.01%-66413F-HRTimelineGroup
Haverford Trust Co8,985$243K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,565$232K<0.01%-62413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,077$219K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,374$145K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC3,419$92.6K<0.01%+25713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,753$74.5K<0.01%+17713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,325$62.9K<0.01%-10713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,853$50.2K<0.01%+19813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,012$27.4K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA1,000$27.1K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,007$27K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…996$27K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO869$23.2K<0.01%-413F-HR/ATimelineGroup
Dunhill Financial, LLC750$20.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…679$18.4K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC647$18K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC663$17.9K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC600$16.2K<0.01%013F-HRTimeline
CX Institutional510$14K<0.01%-1213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$13.3K<0.01%+25413F-HRTimelineGroup
Financial Perspectives, Inc434$11.8K<0.01%+313F-HRTimeline
Geneos Wealth Management Inc.400$10.8K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…250$6.77K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…243$6.58K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC190$5.14K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC167$4.53K<0.01%+113F-HRTimelineGroup
MAI Capital Management130$3.52K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC100$2.71K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.85$2.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…42$1.14K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.18$488<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC11$297<0.01%new13F-HRTimeline