Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ZACKS MULT AST
-
Total 13F shares
-
652,373
-
Share change
-
+63,912
-
Total reported value
-
$15,498,427
-
Price per share
-
$23.76
-
Number of holders
-
42
-
Value change
-
+$1,551,611
-
Number of buys
-
14
-
Number of sells
-
14
Institutional Holders of INVESCO EXCHANGE TRADED FD T - ZACKS MULT AST (CVY) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCHANGE TRADED FD T - ZACKS MULT AST (CVY) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
652,373 shares.
The largest 10 holders included
HBK Sorce Advisory LLC, MORGAN STANLEY, COMMONWEALTH EQUITY SERVICES, LLC, AMERIPRISE FINANCIAL INC, MGB Wealth Management, LLC, OSAIC HOLDINGS, INC., LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, and TRUSTMARK NATIONAL BANK TRUST DEPARTMENT.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.