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 42 institutions that hold shares in the stock, with a total of 706,317 shares, which have been reported (via 13F filing form) to have a value of $17.6 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
|
$24,970
0.0% of portfolio
|
Q2 2022
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
996
shares
|
$24,870
0.0% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
971
shares
|
$24,245
0.0% of portfolio
|
Q1 2024
Reduced 33.99%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
923
shares
|
$23,047
0.01% of portfolio
|
Q4 2021
Reduced 48.0%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
812
shares
|
$20,275
0.0% of portfolio
|
Q4 2023
Reduced 23.9%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
663
shares
|
$16,555
0.0% of portfolio
|
Q3 2022
Reduced 47.09%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
647
shares
|
$16,155
0.0% of portfolio
|
Q4 2021
Reduced 64.0%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 19, 2024 Q1 2024 |
401
shares
|
$10,012
0.0% of portfolio
|
Q1 2024
Added 0.75%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
305
shares
|
$7,615
0.0% of portfolio
|
Q4 2023
Reduced 7.58%
|
|
Core First Bank & Trust
Topeka, KS |
May 15, 2024 Q1 2024 |
300
shares
|
$7,491
0.0% of portfolio
|
Q2 2023
Reduced 44.95%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
235
shares
|
$5,867
0.0% of portfolio
|
Q3 2023
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
198
shares
|
$4,944
0.0% of portfolio
|
Q1 2024
Added 98.0%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
106
shares
|
$2,646
0.0% of portfolio
|
Q1 2023
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
20
shares
|
$499
0.0% of portfolio
|
Q1 2022
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
18
shares
|
$449
0.0% of portfolio
|
Q3 2023
New holding
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2024 Q1 2024 |
2
shares
|
$49
0.0% of portfolio
|
Q1 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|