Cape Investment Advisory, Inc.
Position in CVY — Invesco Zacks Multi-Asset Income ETF
CIK 1944437
MCDONOUGH, GA
All Filings in CVY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,596 | 1,200 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $32,172 | 1,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,148 | 1,200 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $30,936 | 1,200 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $30,468 | 1,200 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $30,192 | 1,200 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||