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 41 institutions that hold shares in the stock, with a total of 721,649 shares, which have been reported (via 13F filing form) to have a value of $19.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
996
shares
|
$26,911
0.0% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
971
shares
|
$26,236
0.0% of portfolio
|
Q1 2024
Reduced 33.99%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
923
shares
|
$24,939
0.01% of portfolio
|
Q4 2021
Reduced 48.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
812
shares
|
$21,940
0.0% of portfolio
|
Q4 2023
Reduced 23.9%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
647
shares
|
$17,481
0.0% of portfolio
|
Q4 2021
Reduced 64.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
600
shares
|
$16,212
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
413
shares
|
$11,159
0.0% of portfolio
|
Q2 2024
Reduced 37.71%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
410
shares
|
$11,078
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
305
shares
|
$8,241
0.0% of portfolio
|
Q4 2023
Reduced 7.58%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
246
shares
|
$6,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
106
shares
|
$2,864
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
70
shares
|
$1,891
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
20
shares
|
$540
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
18
shares
|
$486
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10
shares
|
$270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|