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Get Institutions for : 
Invesco Zacks Multi-Asset Income ETF (CVY)  
$25.53 0.05 (0.2%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    2
Total shares held : 
695,201  
% of shares held : 
11.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
58,364  
% of shares held change : 
  0.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$21.50  
Last Quarter's Ending Price : 
$23.76  
Last Quarter's Average Price
$22.28  
Change from last quarter's     
avg. price to the last closing  : 
3.25 (14.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 93,531
 13.45%
 
Increased Positions :
9
 6,709
 0.97%
 
Unchanged Positions :
14
 72,387
 10.41%
 
Decreased Positions :
12
-23,802
-3.42%
 
Closed Positions :
3
-18,074
-2.6%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   COMMONWEALTH EQUITY SERVICES LLC. 1655 - 2024-03-31 91,494 $2,354,000 21
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1483 - 2024-03-31 54,922 $1,413,000 40,357
   LPL FINANCIAL CORP 3060 - 2023-12-31 39,134 $930,000 4,324
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2629 - 2024-03-31 16,068 $413,000 3,181
   Atria Wealth Solutions Inc. 1467 - 2023-12-31 12,972 $308,000 492
   ROYAL BANK OF CANADA 5429 - 2023-12-31 1,471 $35,000 531
   FMR LLC 3800 - 2023-12-31 825 $20,000 247
   Financial Perspectives Inc 458 - 2024-03-31 401 $10,000 3

  8 Records found
  1    
  Page 1 of 1
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