Larson Financial Group LLC
Position in CVY — Invesco Zacks Multi-Asset Income ETF
CIK 1731061
ST LOUIS, MO
Position in CVY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,477
+$334 QoQ
Shares Held
190
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 26 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,477 | 190 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,143 | 190 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,093 | 190 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,090 | 190 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||