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Invesco Zacks Multi-Asset Income ETF
CVY

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1
Longer Investments
Arkansas
$11.8M +$1.36M +65,445 +13%
Bank of America
2
Bank of America
North Carolina
$11.3M -$305K -14,673 -3%
UBS Group
3
UBS Group
Switzerland
$5.32M +$671K +32,257 +15%
Morgan Stanley
4
Morgan Stanley
New York
$5.03M +$431K +20,741 +9%
UCFA
5
United Capital Financial Advisors
Texas
$4.56M -$13.5M -650,048 -75%
LPL Financial
6
LPL Financial
California
$4.14M +$30.9K +1,488 +0.8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.56M -$1.66M -79,592 -32%
Wells Fargo
8
Wells Fargo
California
$2.95M -$2.32M -111,387 -44%
RJA
9
Raymond James & Associates
Florida
$2.92M -$25.9K -1,243 -0.9%
LW
10
Linscomb Wealth
Texas
$1.79M -$21.8K -1,047 -1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.13M -$56.2K -2,702 -5%
Ameriprise
12
Ameriprise
Minnesota
$999K +$139K +6,672 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$750K -$155K -7,465 -17%
CCT
14
Country Club Trust
Missouri
$744K -$3.12K -150 -0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$742K -$69.7K -3,349 -9%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$740K – – –
HSA
17
HBK Sorce Advisory
Pennsylvania
$730K -$2.1K -101 -0.3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$725K +$36.6K +1,758 +5%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$689K -$391K -18,812 -36%
VKH
20
Virtu KCG Holdings
New York
$683K -$718K -34,525 -51%
Jane Street
21
Jane Street
New York
$603K +$324K +15,579 +118%
AT
22
Arden Trust
Delaware
$523K -$27.9K -1,342 -5%
MML Investors Services
23
MML Investors Services
Massachusetts
$501K +$497K +23,894 New
Comerica Bank
24
Comerica Bank
Texas
$423K – – –
IFWM
25
Institute for Wealth Management
Colorado
$361K +$359K +17,251 New
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