CVY : Institutional Ownership for Invesco Zacks Multi-Asset Income ETF

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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:

Total Institutions:

Total shares held :

695,201

% of shares held :

11.05%

Changes In:

Chanes 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:

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%

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
Goss Wealth Management LLC	3514	*Closed	2023-12-31	0	$0	-323
CWM LLC	4333	*Closed	2024-03-31	0	$0	-144
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6002	*Closed	2023-12-31	0	$0	-16,854
IFP Advisors Inc	3181	*Closed	2023-12-31	0	$0	-897
Private Ocean LLC	557	*Closed	2024-03-31	0	$0	-10

5 Records found

Page 1 of 1

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