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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
$38.2M -$1.79M -72,333 -5%
Morgan Stanley
2
Morgan Stanley
New York
$27.4M -$4.98M -201,337 -16%
Wells Fargo
3
Wells Fargo
California
$25.8M -$67.9K -2,747 -0.3%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.5M +$3.9M +157,545 +20%
BUB
5
BBVA USA Bancshares
Texas
$22.4M +$1.32M +53,182 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$21.4M -$1.45M -58,505 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20M +$3.41K +138 +0%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$19.4M -$1.06M -42,997 -5%
LPL Financial
9
LPL Financial
California
$15.3M +$606K +24,511 +4%
U
10
UBS
Switzerland
$12.7M +$3.37M +136,210 +37%
LI
11
Longer Investments
Arkansas
$12.5M -$1.93M -78,020 -14%
Deutsche Bank
12
Deutsche Bank
Germany
$12.4M +$504K +20,370 +4%
Bank of America
13
Bank of America
North Carolina
$11.4M -$6.37M -257,567 -36%
AA
14
Ancora Advisors
Ohio
$8.58M -$12.1K -490 -0.1%
B
15
Baird
Wisconsin
$8.44M -$1.83M -74,137 -18%
RJA
16
Raymond James & Associates
Florida
$7.36M +$909K +36,739 +14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.41M +$1.63M +66,078 +60%
CWM
18
Cabot Wealth Management
Massachusetts
$3.54M -$114K -4,599 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.54M +$329K +13,305 +15%
PWM
20
ParenteBeard Wealth Management
Pennsylvania
$2.47M +$16.9K +682 +0.7%
CAL
21
Capital Advisors Ltd
Ohio
$2.41M +$299K +12,092 +14%
NPC
22
National Planning Corporation
California
$2.08M +$232K +9,398 +13%
CMP
23
Courage Miller Partners
Virginia
$2.02M +$302K +12,191 +18%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.96M +$477K +19,271 +33%
Ameriprise
25
Ameriprise
Minnesota
$1.68M +$35.7K +1,445 +2%
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