We are live on ! Find out more
CVY icon

Invesco Zacks Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Advisors Ltd
Ohio
$19K
UBS Group
27
UBS Group
Switzerland
$17.6K -$48.9K -1,715 -74%
RIL
28
Rothschild Investment LLC
Illinois
$17.3K
Jones Financial Companies
29
Jones Financial Companies
Missouri
$14.5K
CI
30
CX Institutional
Indiana
$14K -$685 -24 -5%
FP
31
Financial Perspectives
Minnesota
$12.7K +$200 +7 +2%
GWM
32
Geneos Wealth Management
Colorado
$11.5K
AIP
33
Ameritas Investment Partners
Nebraska
$7.21K
IFWM
34
Institute for Wealth Management
Colorado
$6.06K +$5.99K +210 New
SPIA
35
Steward Partners Investment Advisory
New York
$5.91K -$13.5K -474 -70%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$5.77K +$5.71K +200 New
LFG
37
Larson Financial Group
Missouri
$5.48K
DJSG
38
D.J. St. Germain
Massachusetts
$4.9K +$86 +3 +2%
CA
39
CoreCap Advisors
Michigan
$2.88K
IAIM
40
International Assets Investment Management
Florida
$1.22K
DFA
41
DHJJ Financial Advisors
Illinois
$520
GSWM
42
Golden State Wealth Management
California
$88 +$86 +3 New
Citadel Advisors
43
Citadel Advisors
Florida
-$232K -8,565 Closed
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
-$219K -8,077 Closed
DF
45
Dunhill Financial
United Kingdom
-$20.3K -750 Closed
LWMI
46
Legacy Wealth Management (Idaho)
Idaho
-$6.58K -243 Closed
MCM
47
MAI Capital Management
Ohio
-$3.52K -130 Closed
1IA
48
1620 Investment Advisors
Massachusetts
-$2.3K -85 Closed
Simplex Trading
49
Simplex Trading
Illinois
-$297 -11 Closed