Institute for Wealth Management LLC. Boosts Position in Invesco Zacks Multi-Asset Income ETF (NYSEARCA:CVY)

Institute for Wealth Management LLC. grew its holdings in shares of Invesco Zacks Multi-Asset Income ETF (NYSEARCA:CVY) by 11.9% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 16,457 shares of the company’s stock after buying an additional 1,753 shares during the period. Institute for Wealth Management LLC.’s holdings in Invesco Zacks Multi-Asset Income ETF were worth $364,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. EP Wealth Advisors LLC purchased a new position in shares of Invesco Zacks Multi-Asset Income ETF during the first quarter valued at approximately $233,000. Capital Advisors Ltd. LLC increased its stake in shares of Invesco Zacks Multi-Asset Income ETF by 11.9% during the second quarter. Capital Advisors Ltd. LLC now owns 11,957 shares of the company’s stock valued at $265,000 after buying an additional 1,269 shares during the period. Arden Trust Co purchased a new position in shares of Invesco Zacks Multi-Asset Income ETF during the second quarter valued at approximately $349,000. CX Institutional increased its stake in shares of Invesco Zacks Multi-Asset Income ETF by 93.7% during the second quarter. CX Institutional now owns 15,827 shares of the company’s stock valued at $350,000 after buying an additional 7,657 shares during the period. Finally, Cambridge Investment Research Advisors Inc. increased its stake in shares of Invesco Zacks Multi-Asset Income ETF by 10.5% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 21,245 shares of the company’s stock valued at $459,000 after buying an additional 2,021 shares during the period.

Shares of CVY traded up $0.15 during mid-day trading on Tuesday, hitting $21.38. 621 shares of the company’s stock traded hands, compared to its average volume of 29,273. Invesco Zacks Multi-Asset Income ETF has a 1 year low of $18.27 and a 1 year high of $22.84. The business’s 50-day moving average price is $21.96 and its 200-day moving average price is $21.84.

Invesco Zacks Multi-Asset Income ETF Profile

The Guggenheim Multi-Asset Income ETF (the Fund), formerly Claymore/Zacks Multi-Asset Income Index ETF, seeks investment results that correspond generally to the performance of an equity index called the Zacks Multi-Asset Income Index (the Index). The Index consists of approximately 125 to 150 securities selected, based on investment and other criteria, from a universe of domestic and international companies.

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Institutional Ownership by Quarter for Invesco Zacks Multi-Asset Income ETF (NYSEARCA:CVY)

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