We are live on ! Find out more
CVY icon

Invesco Zacks Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$20K
GRP
52
Global Retirement Partners
California
$18K
FHA
53
Flagship Harbor Advisors
Massachusetts
$16K
William Blair & Company
54
William Blair & Company
Illinois
$16K
ME
55
McIlrath & Eck
Washington
$15K
IA
56
IFP Advisors
Florida
$13K -$50.5K -2,365 -79%
AIP
57
Ameritas Investment Partners
Nebraska
$11K
HFM
58
Hartford Financial Management
Connecticut
$7K
AA
59
AlphaMark Advisors
Kentucky
$7K +$7.3K +342 New
WCG
60
Weaver Consulting Group
California
$3K +$2.5K +117 New
CIAS
61
Capital Investment Advisory Services
North Carolina
$2K
IF
62
Ironwood Financial
Arizona
$2K
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$2K
LI
64
Longer Investments
Arkansas
-$7.33M -381,425 Closed
WCM
65
Weatherstone Capital Management
Colorado
-$5.65M -254,861 Closed
MIAN
66
Mariner Independent Advisor Network
Kansas
-$1.92M -93,887 Closed
TSS
67
Two Sigma Securities
New York
-$264K -13,730 Closed
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
-$243K -12,642 Closed
AIC
69
Ameritas Investment Company
Nebraska
-$77K -4,021 Closed
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
-$24K -1,272 Closed
CA
71
Claro Advisors
Massachusetts
-$9K -428 Closed
VNA
72
Valley National Advisers
Pennsylvania
-$2K -82 Closed
MOS
73
MGO One Seven
Ohio
-$1K -80 Closed
CRWM
74
Castle Rock Wealth Management
California
+$241K +11,300 New