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LPL Financial LLC

Position in CVY — Invesco Zacks Multi-Asset Income ETF

CIK 1403438 FORT MILL, SC

Position in CVY

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$2,397,733
+$332,861 QoQ
Shares Held
83,168
+9.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 26 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CVY Over Time

Shares Held

Position Value (USD)

All Filings in CVY

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,397,733 83,168
2026-03-31 $2,064,872 76,279
2025-12-31 $2,179,733 81,303
2025-09-30 $1,823,327 68,060
2025-06-30 $1,923,677 74,619
2025-03-31 $1,569,305 61,808
2024-12-31 $1,538,961 61,167
2024-09-30 $1,482,362 56,752
2024-06-30 $1,356,752 54,097
2024-03-31 $1,205,033 46,852
2023-12-31 $929,823 39,134
2023-09-30 $763,383 34,810
2023-06-30 $725,388 33,865
2023-03-31 $992,045 47,061
2022-12-31 $667,832 31,576
2022-09-30 $610,434 31,018
2022-06-30 $769,649 37,489
2022-03-31 $859,325 35,865
2021-12-31 $920,218 37,514
2021-09-30 $765,858 32,206
2021-06-30 $800,419 32,737
2021-03-31 $737,645 31,754
2020-12-31 $644,768 32,142
2020-09-30 $600,756 36,766
2020-06-30 $3,988,516 242,906
2020-03-31 $3,412,321 246,555