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Invesco Zacks Multi-Asset Income ETF
CVY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
United Capital Financial Advisors
1
United Capital Financial Advisors
Texas
USD 15.4 M -USD 130 k -6,933 -0.9%
Bank of America
2
Bank of America
North Carolina
USD 10.9 M -USD 618 k -32,867 -5%
LI
3
Longer Investments
Arkansas
USD 10.8 M +USD 231 k +12,270 +2%
Wells Fargo
4
Wells Fargo
California
USD 5.34 M +USD 830 k +44,153 +19%
Morgan Stanley
5
Morgan Stanley
New York
USD 4.84 M -USD 1.34 M -71,054 -22%
UBS Group
6
UBS Group
Switzerland
USD 3.82 M +USD 3.61 k +192 +0.1%
LPL Financial
7
LPL Financial
California
USD 3.57 M -USD 3.2 M -170,076 -47%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 2.82 M -USD 146 k -7,781 -5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
USD 2.58 M +USD 1.99 M +105,660 +349%
Linscomb Wealth
10
Linscomb Wealth
Texas
USD 2.31 M -USD 632 k -33,617 -22%
Jane Street
11
Jane Street
New York
USD 1.93 M -USD 872 k -46,384 -31%
CLA (CliftonLarsonAllen) Wealth Advisors
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 1.73 M -USD 1.7 M -90,378 -50%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
USD 1.64 M +USD 39.1 k +2,078 +2%
Courage Miller Partners
14
Courage Miller Partners
Virginia
USD 1.41 M -USD 71.9 k -3,823 -5%
National Planning Corporation
15
National Planning Corporation
California
USD 1.36 M +USD 62.4 k +3,320 +5%
Ladenburg Thalmann Financial Services
16
Ladenburg Thalmann Financial Services
Florida
USD 1.26 M -USD 134 k -7,121 -10%
Virtu KCG Holdings
17
Virtu KCG Holdings
New York
USD 1.13 M +USD 537 k +28,565 +92%
Citigroup
18
Citigroup
New York
USD 878 k +USD 334 k +17,756 +62%
Regal Investment Advisors
19
Regal Investment Advisors
Michigan
USD 870 k -USD 25.9 k -1,375 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 789 k -USD 4.21 k -224 -0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 781 k -USD 949 k -50,495 -55%
HBK Sorce Advisory
22
HBK Sorce Advisory
Pennsylvania
USD 749 k +USD 32.1 k +1,706 +5%
Country Club Trust
23
Country Club Trust
Missouri
USD 748 k +USD 12.2 k +650 +2%
Ameriprise
24
Ameriprise
Minnesota
USD 725 k +USD 12.1 k +644 +2%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
USD 669 k – – –
1
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