Balboa Wealth Partners Invesco Exchange Traded Fd Tr Transaction History

Balboa Wealth Partners

$310 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$20.35 - $21.73 $27,472 - $29,335	-1,350 Reduced 12.37%	9,564 $204,000
Q1 2023 May 11, 2023	BUY	$20.07 - $23.36 $219,043 - $254,951	10,914 New	10,914 $230,000

Others Institutions Holding CVY

# of Institutions

42

Shares Held

706K

Call Options Held

0

Put Options Held

0

Hbk Sorce Advisory LLC Erie, PA

107K
Shares

$2.68 Million
0.1% of portfolio
Morgan Stanley New York, NY

93.8K
Shares

$2.34 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

91.5K
Shares

$2.28 Million
0.0% of portfolio
Mgb Wealth Management, LLC Addison, TX

59.3K
Shares

$1.48 Million
0.62% of portfolio
Cambridge Investment Research Advisors, Inc.

54.9K
Shares

$1.37 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
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