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 709,458 shares, which have been reported (via 13F filing form) to have a value of $18.7 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
|
$26,340
0.0% of portfolio
|
Q2 2022
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,000
shares
|
$26,340
0.0% of portfolio
|
Q2 2022
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
996
shares
|
$26,234
0.0% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
971
shares
|
$25,576
0.0% of portfolio
|
Q1 2024
Reduced 33.99%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
923
shares
|
$24,311
0.01% of portfolio
|
Q4 2021
Reduced 48.0%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
812
shares
|
$21,388
0.0% of portfolio
|
Q4 2023
Reduced 23.9%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
683
shares
|
$17,990
0.0% of portfolio
|
Q2 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
647
shares
|
$17,041
0.0% of portfolio
|
Q4 2021
Reduced 64.0%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
600
shares
|
$15,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
413
shares
|
$10,878
0.0% of portfolio
|
Q2 2024
Reduced 37.71%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
406
shares
|
$10,694
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
305
shares
|
$8,033
0.0% of portfolio
|
Q4 2023
Reduced 7.58%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
106
shares
|
$2,792
0.0% of portfolio
|
Q1 2023
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
98
shares
|
$2,581
0.0% of portfolio
|
Q2 2024
Reduced 50.51%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
42
shares
|
$1,106
0.0% of portfolio
|
Q2 2024
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
20
shares
|
$526
0.0% of portfolio
|
Q1 2022
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
18
shares
|
$474
0.0% of portfolio
|
Q3 2023
New holding
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10
shares
|
$263
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|