Cetera Investment Advisers’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Cetera Investment Advisers’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	-10,578	Closed	-$269K	–	4118
2025 Q1	$269K	Sell	10,578 -352	-3%	-$9.09K	﹤0.01%	3362
2024 Q4	$275K	Buy	+10,930	New	+$286K	﹤0.01%	3180

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

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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 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

Cetera Investment Advisers's CVY Position: Q2 2025 in Review

Cetera Investment Advisers sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2025, closing a stake of 10,578 shares — an estimated $269K sold.

Cetera Investment Advisers first reported a position in CVY in Q4 2024 and held it in 2 quarters. The position peaked at $275K in Q4 2024. 37 funds tracked by Wall St. Rank hold CVY as of Q2 2025.

Cetera Investment Advisers reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2025 after selling out during the quarter.
Cetera Investment Advisers sold 10,578 Invesco Zacks Multi-Asset Income ETF shares in Q2 2025, an estimated $269K.
Cetera Investment Advisers first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2024 and held it in 2 quarters.
Cetera Investment Advisers's Invesco Zacks Multi-Asset Income ETF position peaked at $275K in Q4 2024.
37 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.