IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Zacks Multi-Asset in (CVY)

CUSIP: 46137Y500 | NYSE | 189 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Kestra Advisory Services, LLC90,781
0.0% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.37,625
0.0% of portfolio›$1.1M
Sigma Planning Corp7,134
0.0% of portfolio›$202.1K
Fifth Third Bancorp3,755
0.0% of portfolio›$106.4K
Country Trust Bank2,420
0.0% of portfolio›$68.6K
Cape Investment Advisory, Inc.1,200
0.0% of portfolio›$34.0K
EverSource Wealth Advisors, LLC1,012
0.0% of portfolio›$28.7K
Private Trust Co NA1,000
0.0% of portfolio›$28.3K
Assetmark, Inc663
0.0% of portfolio›$18.8K
Capital Advisors, Ltd. LLC647
0.0% of portfolio›$18
CX Institutional451
0.0% of portfolio›$13
Financial Perspectives, Inc444
0.0% of portfolio›$12.6K
Larson Financial Group LLC190
0.0% of portfolio›$5.4K
Farther Finance Advisors, LLC150
0.0% of portfolio›$4.2K
Dhjj Financial Advisors, Ltd.18
0.0% of portfolio›$510
Golden State Wealth Management, LLC3
0.0% of portfolio›$87
Valley National Advisers Inc1
0.0% of portfolio›$29
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
90,781$2.6M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
37,625$1.1M0.0%ETFLowFairfield, IA2026-11-02
Sigma Planning Corp
7,134$202.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Fifth Third Bancorp
3,755$106.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Country Trust Bank
2,420$68.6K0.0%GrowthLowBloomington, IL2026-10-30
Cape Investment Advisory, Inc.
1,200$34.0K0.0%ETFLowMcdonough, GA2026-10-13
EverSource Wealth Advisors, LLC
1,012$28.7K0.0%CoreMediumBirmingham, AL2026-11-04
Private Trust Co NA
1,000$28.3K0.0%CoreLowCleveland, OH2026-10-20
Assetmark, Inc
663$18.8K0.0%ETFLowConcord, CA2026-10-21
Capital Advisors, Ltd. LLC
647$180.0%ETFLowShaker Heights, OH2026-10-27
CX Institutional
451$130.0%CoreMediumAuburn, IN2026-10-02
Financial Perspectives, Inc
444$12.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Larson Financial Group LLC
190$5.4K0.0%GrowthLowSt Louis, MO2026-11-05
Farther Finance Advisors, LLC
150$4.2K0.0%IndexLowSan Francisco, CA2026-10-08
Dhjj Financial Advisors, Ltd.
18$5100.0%ETFVery LowNaperville, IL2026-10-23
Golden State Wealth Management, LLC
3$870.0%ETFMediumSanta Ana, CA2026-11-02
Valley National Advisers Inc
1$290.0%ETFLowBethlehem, PA2026-10-23