Steward Partners Investment Advisory, LLC
Position in CVY — Invesco Zacks Multi-Asset Income ETF
CIK 1723397
STAMFORD, CT
All Filings in CVY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,910 | 205 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,380 | 679 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,203 | 679 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,190 | 679 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,504 | 679 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,239 | 679 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,429 | 812 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $21,209 | 812 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,364 | 812 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,884 | 812 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,293 | 812 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $23,399 | 1,067 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,855 | 1,067 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,088 | 1,712 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,208 | 1,712 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $33,692 | 1,712 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $35,147 | 1,712 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $41,019 | 1,712 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $55,732 | 2,272 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $54,028 | 2,272 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $40,709 | 1,665 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,770 | 765 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||