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

CoreCap 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	$2.88K	Hold	100	–	–	﹤0.01%	2441
2026 Q1	$2.71K	Hold	100	–	–	﹤0.01%	2337
2025 Q4	$2.68K	Buy	+100	New	+$2.66K	﹤0.01%	2398

Other funds holding CVY

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CoreCap Advisors's CVY Position: Q2 2026 in Review

CoreCap Advisors held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q2 2026 at 100 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

CoreCap Advisors first reported a position in CVY in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

CoreCap Advisors held 100 shares of Invesco Zacks Multi-Asset Income ETF worth $2.88K as of Q2 2026.
CoreCap Advisors left its Invesco Zacks Multi-Asset Income ETF share count unchanged in Q2 2026.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2441 holding.
CoreCap Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.