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 49 institutions that hold shares in the stock, with a total of 786,920 shares, which have been reported (via 13F filing form) to have a value of $20.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,040
shares
|
$27,622
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,007
shares
|
$26,745
0.0% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$26,560
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$26,560
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
996
shares
|
$26,453
0.0% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
923
shares
|
$24,514
0.01% of portfolio
|
Q4 2021
Reduced 48.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
750
shares
|
$19,920
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
679
shares
|
$18,034
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
663
shares
|
$17,609
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
647
shares
|
$17,184
0.0% of portfolio
|
Q4 2021
Reduced 64.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
600
shares
|
$15,936
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
530
shares
|
$14,076
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
426
shares
|
$11,314
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
400
shares
|
$10,624
0.0% of portfolio
|
Q3 2025
Reduced 34.75%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
250
shares
|
$6,640
0.0% of portfolio
|
Q3 2025
Reduced 18.03%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
190
shares
|
$5,046
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
164
shares
|
$4,355
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
128
shares
|
$3,399
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
106
shares
|
$2,815
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
85
shares
|
$2,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
18
shares
|
$478
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10
shares
|
$265
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|