Institutional Ownership Invesco Exchange Traded Fd Tr (CVY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CVY). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 787,059 shares, which have been reported (via 13F filing form) to have a value of $20 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$25,410
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
996
shares
|
$25,308
0.0% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
971
shares
|
$24,673
0.0% of portfolio
|
Q1 2024
Reduced 33.99%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
923
shares
|
$23,453
0.01% of portfolio
|
Q4 2021
Reduced 48.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
679
shares
|
$17,253
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
663
shares
|
$16,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
647
shares
|
$16,440
0.0% of portfolio
|
Q4 2021
Reduced 64.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
600
shares
|
$15,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
539
shares
|
$13,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
417
shares
|
$10,595
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
413
shares
|
$10,494
0.0% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
305
shares
|
$7,750
0.0% of portfolio
|
Q4 2023
Reduced 7.58%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
125
shares
|
$3,176
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
106
shares
|
$2,693
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
85
shares
|
$2,159
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
70
shares
|
$1,778
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
18
shares
|
$457
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10
shares
|
$254
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|