Cape Investment Advisory’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	$30.9K	Hold	1,200	–	–	0.01%	440
2025 Q1	$30.5K	Hold	1,200	–	–	0.01%	411
2024 Q4	$30.2K	Buy	+1,200	New	+$30.2K	0.01%	414