Beacon Pointe Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Beacon Pointe 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	$1.91M	Buy	+66,212	New	+$1.89M	0.01%	786

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

KAS

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beacon Pointe Advisors's CVY Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2026: 66,212 shares worth $1.91M. The stake represents 0.01% of the portfolio and ranks #786 among its holdings.

42 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

Beacon Pointe Advisors held 66,212 shares of Invesco Zacks Multi-Asset Income ETF worth $1.91M as of Q2 2026.
Invesco Zacks Multi-Asset Income ETF was a new Beacon Pointe Advisors position in Q2 2026.
Invesco Zacks Multi-Asset Income ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #786 holding.
42 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.