Financial Perspectives, Inc

Position in CVY — Invesco Zacks Multi-Asset Income ETF

CIK 2003287 MINNEAPOLIS, MN

Position in CVY

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$11,748

+$193 QoQ

Shares Held

434

+0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,748	434	+0.7%	Shares	Sole	2026-05-11
2025-12-31	$11,555	431	+1.2%	Shares	Sole	2026-01-28
2025-09-30	$11,412	426	+0.9%	Shares	Sole	2025-10-22
2025-06-30	$10,879	422	+1.2%	Shares	Sole	2025-07-30
2025-03-31	$10,587	417	+0.7%	Shares	Sole	2025-04-18
2024-12-31	$10,416	414	+1.0%	Shares	Sole	2025-02-03
2024-09-30	$10,709	410	+1.0%	Shares	Sole	2024-10-17
2024-06-30	$10,182	406	+1.2%	Shares	Sole	2024-08-09
2024-03-31	$10,313	401	+0.8%	Shares	Sole	2024-04-19
2023-12-31	$9,456	398	+1.3%	Shares	Sole	2024-02-01
2023-09-30	$8,618	393	+1.0%	Shares	Sole	2024-01-10
2023-06-30	$8,332	389	+1.3%	Shares	Sole	2024-01-10
2023-03-31	$8,094	384	+1.3%	Shares	Sole	2024-01-10
2022-12-31	$8,015	379	+1.9%	Shares	Sole	2024-01-10
2022-09-30	$7,320	372	+1.6%	Shares	Sole	2024-01-10
2022-06-30	$7,513	366	+0.8%	Shares	Sole	2024-01-10
2022-03-31	$8,697	363	+0.6%	Shares	Sole	2024-01-10
2021-12-31	$8,855	361	+0.3%	Shares	Sole	2024-01-10
2021-09-30	$8,560	360	+1.1%	Shares	Sole	2024-01-10
2021-06-30	$8,704	356	-95.7%	Shares	Sole	2024-01-10
2021-03-31	$354	8,214	+2233.5%	Shares	Sole	2024-01-10
2020-12-31	$7,061	352	+0.9%	Shares	Sole	2024-01-10
2020-09-30	$5,702	349	+1.2%	Shares	Sole	2024-01-10
2020-06-30	$5,664	345	+0.9%	Shares	Sole	2024-01-10
2020-03-31	$4,733	342	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.