Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ZACKS MULT AST
-
Total 13F shares
-
686,785
-
Share change
-
-46,589
-
Total reported value
-
$17,667,359
-
Price per share
-
$25.72
-
Number of holders
-
38
-
Value change
-
-$1,021,946
-
Number of buys
-
11
-
Number of sells
-
11
Institutional Holders of INVESCO EXCHANGE TRADED FD T - ZACKS MULT AST (CVY) as of Q1 2024
As of 31 Mar 2024,
INVESCO EXCHANGE TRADED FD T - ZACKS MULT AST (CVY) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
686,785 shares.
The largest 10 holders included
HBK Sorce Advisory LLC, MORGAN STANLEY, COMMONWEALTH EQUITY SERVICES, LLC, MGB Wealth Management, LLC, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, OSAIC HOLDINGS, INC., and TRUSTMARK NATIONAL BANK TRUST DEPARTMENT.
This page lists
38
institutional shareholders reporting positions in this security
for the Q1 2024 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.