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Invesco Zacks Multi-Asset Income ETF
CVY

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
1
Linscomb Wealth
Texas
$45.2M +$46.8M +1,950,770 New
Morgan Stanley
2
Morgan Stanley
New York
$33M +$34.2M +1,424,602 New
Bank of America
3
Bank of America
North Carolina
$29.8M +$30.8M +1,283,776 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$27.9M +$28.9M +1,204,020 New
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$21.6M +$22.4M +931,598 New
Wells Fargo
6
Wells Fargo
California
$21M +$21.8M +907,438 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.9M +$18.5M +770,479 New
BUB
8
BBVA USA Bancshares
Texas
$17.7M +$18.3M +762,169 New
LPL Financial
9
LPL Financial
California
$12.5M +$12.9M +537,917 New
B
10
Baird
Wisconsin
$10.6M +$11M +456,832 New
Deutsche Bank
11
Deutsche Bank
Germany
$10.3M +$10.6M +443,228 New
LI
12
Longer Investments
Arkansas
$10.2M +$10.5M +438,275 New
U
13
UBS
Switzerland
$9.9M +$10.2M +427,045 New
AA
14
Ancora Advisors
Ohio
$8.29M +$8.58M +357,453 New
RJA
15
Raymond James & Associates
Florida
$6.21M +$6.43M +267,798 New
ACM
16
Argentus Capital Management
Texas
$2.95M +$3.05M +127,252 New
BCI
17
Brinker Capital Investments
Pennsylvania
$2.81M +$2.9M +121,000 New
PAS
18
Partnervest Advisory Services
California
$2.62M +$2.71M +112,814 New
PWM
19
ParenteBeard Wealth Management
Pennsylvania
$2.16M +$2.24M +93,295 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.94M +$2.01M +83,589 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.86M +$1.93M +80,339 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.81M +$1.87M +77,893 New
CWM
23
Cabot Wealth Management
Massachusetts
$1.75M +$1.82M +75,701 New
SNC
24
Stifel Nicolaus & Co
Missouri
$1.75M +$1.81M +75,299 New
Citigroup
25
Citigroup
New York
$1.64M +$1.7M +70,924 New
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