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Public ownership evidence

Invesco Zacks Multi-Asset Income ETF (CVY) Ownership Disclosures

Read CVY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-1966,212$1,909,210None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,564$160,424None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,954$402,396None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1585,575$2,467,529None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15500$14,457None
ROYAL BANK OF CANADA2026-06-302026-08-151,048$30,000None
ROYAL BANK OF CANADA2026-06-302026-08-15393$11,000None
Larson Financial Group LLC2026-06-302026-08-15190$5,479None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1521,636$623,854None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1517,959$517,842None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157,101$204,759None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1517,458$503,396None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1514,006$403,854None
Rockefeller Capital Management L.P.2026-06-302026-08-142,773$79,965None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14205$5,911None
UBS Group AG2026-06-302026-08-14128$3,691None
UBS Group AG2026-06-302026-08-14482$13,898None
Ameritas Investment Partners, Inc.2026-06-302026-08-14250$7,209None
MORGAN STANLEY2026-06-302026-08-14162,109$4,674,389None
FMR LLC2026-06-302026-08-143,200$92,272None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13200$5,767None
TRUSTMARK BANK TRUST DEPARTMENT2026-06-302026-08-1322,340$644,167None
Haverford Trust Co2026-06-302026-08-138,228$237,252None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,853$53,431None
JPMORGAN CHASE & CO2026-06-302026-08-13842$24,401None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-122,840$81,897None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗Larson Financial Group LLC ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.