Blue Trust Inc’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Blue Trust Inc’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 Q1	–	Sell	-377	Closed	-$9.48K	–	2493
2024 Q4	$9.48K	Buy	+377	New	+$9.86K	﹤0.01%	1950

Other funds holding CVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Blue Trust Inc's CVY Position: Q1 2025 in Review

Blue Trust Inc sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2025, closing a stake of 377 shares — an estimated $9.48K sold.

Blue Trust Inc first reported a position in CVY in Q4 2024 and held it in 1 quarter. The position peaked at $9.48K in Q4 2024. 36 funds tracked by Wall St. Rank hold CVY as of Q1 2025.

Blue Trust Inc reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2025 after selling out during the quarter.
Blue Trust Inc sold 377 Invesco Zacks Multi-Asset Income ETF shares in Q1 2025, an estimated $9.48K.
Blue Trust Inc first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2024 and held it in 1 quarter.
Blue Trust Inc's Invesco Zacks Multi-Asset Income ETF position peaked at $9.48K in Q4 2024.
36 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2025.

Based on Blue Trust Inc's 13F filing for Q1 2025, filed 21 Apr 2025.