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 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco Zacks Multi-Asset Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
66,212
Value (USD)
$1,909,210
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CVY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CVY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
LPL Financial LLC2026-06-302026-08-0883,168$2,398,110None
PNC Financial Services Group, Inc.2026-06-302026-08-08996$28,719None
Geneos Wealth Management Inc.2026-06-302026-08-07400$11,532None
HBK Sorce Advisory LLC2026-06-302026-08-0786,894$2,647,215None
ROTHSCHILD INVESTMENT LLC2026-06-302026-08-07600$17,301None
FIFTH THIRD BANCORP2026-06-302026-08-065,374$154,958None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3138,660$1,115,000None
ASSETMARK, INC2026-06-302026-07-31663$19,117None
Kestra Advisory Services, LLC2026-06-302026-07-2989,125$2,569,904None
Institute for Wealth Management, LLC.2026-06-302026-07-29210$6,056None
PRIVATE TRUST CO NA2026-06-302026-07-291,000$28,835None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2838,660$1,115,000None
Financial Perspectives, Inc2026-06-302026-07-25441$12,717None
DHJJ Financial Advisors, Ltd.2026-06-302026-07-2518$520None
EverSource Wealth Advisors, LLC2026-06-302026-07-251,012$29,181None
Cape Investment Advisory, Inc.2026-06-302026-07-241,200$34,602None
Golden State Wealth Management, LLC2026-06-302026-07-233$88None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-2342$1,217None
ST GERMAIN D J CO INC2026-06-302026-07-22170$4,901None
Capital Advisors, Ltd. LLC2026-06-302026-07-17647$19,000None
Fifth Third Securities, Inc.2026-06-302026-07-168,029$231,514None

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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No records are available for this view.

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.

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