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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

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HSA
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Commonwealth Equity Services
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Cambridge Investment Research Advisors
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LPL Financial
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MWM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return