Atria Wealth Solutions’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-13,040	Closed	-$331K	–	1543
2025 Q1	$331K	Sell	13,040 -2,719	-17%	-$70.2K	﹤0.01%	1414
2024 Q4	$397K	Sell	15,759 -119	-0.7%	-$3.11K	﹤0.01%	1391
2024 Q3	$415K	Buy	15,878 +1,139	+8%	+$29.3K	﹤0.01%	1334
2024 Q2	$370K	Buy	14,739 +105	+0.7%	+$2.66K	﹤0.01%	1384
2024 Q1	$376K	Buy	14,634 +1,662	+13%	+$40.1K	﹤0.01%	1402
2023 Q4	$308K	Buy	12,972 +492	+4%	+$11K	﹤0.01%	1484
2023 Q3	$274K	Buy	+12,480	New	+$278K	﹤0.01%	1472

Other funds holding CVY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

Atria Wealth Solutions's CVY Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2025, closing a stake of 13,040 shares — an estimated $331K sold.

Atria Wealth Solutions first reported a position in CVY in Q3 2023 and held it in 7 quarters. The position peaked at $415K in Q3 2024. 37 funds tracked by Wall St. Rank hold CVY as of Q2 2025.

Atria Wealth Solutions reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 13,040 Invesco Zacks Multi-Asset Income ETF shares in Q2 2025, an estimated $331K.
Atria Wealth Solutions first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2023 and held it in 7 quarters.
Atria Wealth Solutions's Invesco Zacks Multi-Asset Income ETF position peaked at $415K in Q3 2024.
37 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.