1620 Investment Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

1620 Investment Advisors’s Portfolio CVY Stock Details CVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-85	Closed	-$2.3K	–	684
2026 Q1	$2.3K	Hold	85	–	–	﹤0.01%	581
2025 Q4	$2.28K	Hold	85	–	–	﹤0.01%	577
2025 Q3	$2.28K	Hold	85	–	–	﹤0.01%	575
2025 Q2	$2.19K	Hold	85	–	–	﹤0.01%	592
2025 Q1	$2.16K	Hold	85	–	–	﹤0.01%	576
2024 Q4	$2.14K	Buy	+85	New	+$2.22K	﹤0.01%	580

Other funds holding CVY

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

1620 Investment Advisors's CVY Position: Q2 2026 in Review

1620 Investment Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2026, closing a stake of 85 shares — an estimated $2.3K sold.

1620 Investment Advisors first reported a position in CVY in Q4 2024 and held it in 6 quarters. The position peaked at $2.3K in Q1 2026. 16 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

1620 Investment Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
1620 Investment Advisors sold 85 Invesco Zacks Multi-Asset Income ETF shares in Q2 2026, an estimated $2.3K.
1620 Investment Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2024 and held it in 6 quarters.
1620 Investment Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $2.3K in Q1 2026.
16 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.