Atria Wealth Solutions’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,040
| Closed | -$331K | – | 1540 |
|
|
2025
Q1 | $331K | Sell |
13,040
-2,719
| -17% | -$69K | ﹤0.01% | 1405 |
|
|
2024
Q4 | $397K | Sell |
15,759
-119
| -0.7% | -$2.99K | ﹤0.01% | 1371 |
|
|
2024
Q3 | $415K | Buy |
15,878
+1,139
| +8% | +$29.8K | ﹤0.01% | 1325 |
|
|
2024
Q2 | $370K | Buy |
14,739
+105
| +0.7% | +$2.63K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $376K | Buy |
14,634
+1,662
| +13% | +$42.8K | ﹤0.01% | 1396 |
|
|
2023
Q4 | $308K | Buy |
12,972
+492
| +4% | +$11.7K | ﹤0.01% | 1473 |
|
|
2023
Q3 | $274K | Buy |
+12,480
| New | +$274K | ﹤0.01% | 1464 |
|