Cambridge Investment Research Advisors, Inc.

Position in CVY — Invesco Zacks Multi-Asset Income ETF

CIK 1419186 FAIRFIELD, IA

Position in CVY

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$992,900

-$342,318 QoQ

Shares Held

36,679

-26.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$992,900	36,679	-26.4%	Shares	Sole	2026-04-30
2025-12-31	$1,335,218	49,803	-40.2%	Shares	Sole	2026-02-05
2025-09-30	$2,230,213	83,248	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$2,130,794	82,653	+1.1%	Shares	Sole	2025-07-31
2025-03-31	$2,076,013	81,765	+9.3%	Shares	Sole	2025-04-22
2024-12-31	$1,882,144	74,807	+7.1%	Shares	Sole	2025-02-14
2024-09-30	$1,823,881	69,827	+1.7%	Shares	Sole	2024-10-28
2024-06-30	$1,721,566	68,643	+25.0%	Shares	Sole	2024-07-26
2024-03-31	$1,412,593	54,922	+277.1%	Shares	Sole	2024-04-24
2023-12-31	$346,064	14,565	+8.0%	Shares	Sole	2024-02-09
2023-09-30	$295,879	13,492	-3.6%	Shares	Sole	2023-10-24
2023-06-30	$299,880	14,000	-8.0%	Shares	Sole	2023-07-13
2023-03-31	$320,879	15,222	+1.3%	Shares	Sole	2023-05-11
2022-12-31	$317,757	15,024	+0.8%	Shares	Sole	2023-02-08
2022-09-30	$293,291	14,903	+0.2%	Shares	Sole	2022-10-17
2022-06-30	$305,465	14,879	+1.1%	Shares	Sole	2022-07-13
2022-03-31	$352,571	14,715	-0.1%	Shares	Sole	2022-05-12
2021-12-31	$361,277	14,728	+60.8%	Shares	Sole	2022-02-03
2021-03-31	$212,810	9,161	-20.6%	Shares	Sole	2021-05-07
2020-12-31	$231,472	11,539	-21.9%	Shares	Sole	2021-02-04
2020-09-30	$241,358	14,771	-19.3%	Shares	Sole	2020-10-29
2020-06-30	$300,715	18,314	-8.6%	Shares	Sole	2020-07-27
2020-03-31	$277,381	20,042	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.