Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ZACKS MULT AST
-
Total 13F shares
-
718,900
-
Share change
-
+13,756
-
Total reported value
-
$18,100,883
-
Price per share
-
$25.16
-
Number of holders
-
39
-
Value change
-
+$313,778
-
Number of buys
-
18
-
Number of sells
-
7
Institutional Holders of INVESCO EXCHANGE TRADED FD T - ZACKS MULT AST (CVY) as of Q4 2024
As of 31 Dec 2024,
INVESCO EXCHANGE TRADED FD T - ZACKS MULT AST (CVY) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
718,900 shares.
The largest 10 holders included
MORGAN STANLEY, HBK Sorce Advisory LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., MGB Wealth Management, LLC, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN, TRUSTMARK NATIONAL BANK TRUST DEPARTMENT, and OSAIC HOLDINGS, INC..
This page lists
39
institutional shareholders reporting positions in this security
for the Q4 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.