We are live on ! Find out more
CVY icon

Invesco Zacks Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$461K -$69.8K -3,188 -13%
TSS
27
Two Sigma Securities
New York
$348K -$277K -12,669 -45%
SFA
28
Sequoia Financial Advisors
Ohio
$335K
CAL
29
Capital Advisors Ltd
Ohio
$334K
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$310K +$6.56K +300 +2%
IFWM
31
Institute for Wealth Management
Colorado
$286K +$4.59K +210 +2%
HFA
32
High Falls Advisors
New York
$270K +$264K +12,052 New
APA
33
American Portfolios Advisors
New York
$252K +$246K +11,256 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$223K -$1.9K -87 -0.9%
NFG
35
Next Financial Group
Texas
$223K
UCFA
36
United Capital Financial Advisors
Texas
$219K -$508K -23,224 -70%
IA
37
IFP Advisors
Florida
$219K -$10.7K -490 -5%
WWMSC
38
Wagner Wealth Management (South Carolina)
South Carolina
$218K +$208K +9,515 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$206K -$8.42K -385 -4%
HI
40
Hudock Inc
Pennsylvania
$156K
FA
41
Fortis Advisors
Pennsylvania
$140K +$137K +6,250 New
WTC
42
WhitTier Trust Company
Nevada
$136K
GI
43
Gradient Investments
Minnesota
$62K +$60.8K +2,777 New
CA
44
Calton & Associates
Florida
$60K +$56.8K +2,597 New
AG
45
Advisor Group
Arizona
$56K -$39.9K -1,825 -42%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$42K +$19.9K +910 +91%
BCI
47
Brinker Capital Investments
Pennsylvania
$40K
RFC
48
Regions Financial Corp
Alabama
$35K +$34.1K +1,560 New
SNT
49
Security National Trust
West Virginia
$32K
CPIG
50
Chicago Partners Investment Group
Illinois
$30K