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CVYCVY
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO EXCHANGE TRADED FD T

LPL Financial LLC holds 83,168 shares of CVY (INVESCO EXCHANGE TRADED FD T), worth $2.4M as of 2026-Q2. The position was increased (+9.0% shares). CVY represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.4M

Current Shares

83,168

Total Value Change

-$1.9M

Total Shares Change

-143,002

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
83,168
+9.0%
$2.4M0.0%$28.83
29
2026-Q1
Decreased
76,279
-6.2%
$2.1M0.0%$27.89
0
2025-Q4
Increased
81,303
+19.5%
$2.2M0.0%$26.94
31
2025-Q3
Decreased
68,060
-8.8%
$1.8M0.0%$26.54
0
2025-Q2
Increased
74,619
+20.7%
$1.9M0.0%$25.19
31
2025-Q1
Increased
61,808
+1.1%
$1.6M0.0%$24.67
26
2024-Q4
Increased
61,167
+7.8%
$1.5M0.0%$23.97
28
2024-Q3
Increased
56,752
+4.9%
$1.5M0.0%$24.82
27
2024-Q2
Increased
54,097
+15.5%
$1.4M0.0%$23.63
29
2024-Q1
Increased
46,852
+19.7%
$1.2M0.0%$23.93
30
2023-Q4
Increased
39,134
+12.4%
$929,7900.0%$21.91
28
2023-Q3
Increased
34,810
+2.8%
$763,3190.0%$19.99
25
2023-Q2
Decreased
33,865
-28.0%
$725,2890.0%$19.21
0
2023-Q1
Increased
47,061
+49.0%
$992,0420.0%$18.59
35
2022-Q4
Increased
31,576
+1.8%
$667,8300.0%$18.59
25
2022-Q3
Decreased
31,018
-17.3%
$610,0000.0%$16.91
0
2022-Q2
Increased
37,489
+4.5%
$770,0000.0%$17.59
26
2022-Q1
Decreased
35,865
-4.4%
$859,0000.0%$20.35
0
2021-Q4
Increased
37,514
+16.5%
$920,0000.0%$20.37
29
2021-Q3
Decreased
32,206
-1.6%
$766,0000.0%$19.83
0
2021-Q2
Increased
32,737
+3.1%
$800,0000.0%$20.28
26
2021-Q1
Decreased
31,754
-1.2%
$738,0000.0%$19.26
0
2020-Q4
Decreased
32,142
-12.6%
$645,0000.0%$16.42
0
2020-Q3
Decreased
36,766
-84.9%
$601,0000.0%$13.33
0
2020-Q2
Decreased
242,906
-1.5%
$4M0.0%$13.20
0
2020-Q1
Increased
246,555
+1.8%
$3.4M0.0%$11.20
27
2019-Q4
Increased
242,205
+2.4%
$5.7M0.0%$18.59
28
2019-Q3
Decreased
236,591
-0.5%
$5.3M0.0%$17.57
0
2019-Q2
Increased
237,767
+3.6%
$5.3M0.0%$17.35
28
2019-Q1
Increased
229,581
+1.5%
$5M0.0%$16.80
27
2018-Q4
New
226,170
-
$4.3M0.0%$14.69
37

Other major holders of CVY: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, UBS Group AG

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