CX Institutional
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CX Institutional’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

CX Institutional’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
Q3 		$13K Sell
451
-35
-7% -$1.05K ﹤0.01% 1304
2026
Q2 		$14K Sell
486
-24
-5% -$685 ﹤0.01% 1239
2026
Q1 		$14K Sell
510
-12
-2% -$334 ﹤0.01% 1205
2025
Q4 		$14K Sell
522
-8
-2% -$213 ﹤0.01% 1147
2025
Q3 		$14K Sell
530
-4
-0.7% -$106 ﹤0.01% 1146
2025
Q2 		$14K Sell
534
-5
-0.9% -$124 ﹤0.01% 1001
2025
Q1 		$14K Buy
+539
New +$13.9K ﹤0.01% 980
2022
Q3 		– Sell
-7,682
Closed -$158K – 605
2022
Q2 		$158K Buy
+7,682
New +$174K 0.01% 474
2021
Q4 		– Sell
-7,630
Closed -$181K – 452
2021
Q3 		$181K Sell
7,630
-282
-4% -$6.77K 0.01% 363
2021
Q2 		$193K Sell
7,912
-271
-3% -$6.6K 0.02% 340
2021
Q1 		$190K Sell
8,183
-12,705
-61% -$279K 0.02% 308
2020
Q4 		$419K Sell
20,888
-1,763
-8% -$32.5K 0.04% 241
2020
Q3 		$370K Buy
22,651
+2,729
+14% +$46.2K 0.04% 222
2020
Q2 		$327K Buy
19,922
+2,406
+14% +$37.8K 0.04% 220
2020
Q1 		$242K Buy
17,516
+1,224
+8% +$24.5K 0.04% 217
2019
Q4 		$381K Sell
16,292
-90
-0.5% -$2.05K 0.07% 163
2019
Q3 		$365K Buy
16,382
+555
+4% +$12.2K 0.06% 179
2019
Q2 		$350K Buy
15,827
+7,657
+94% +$167K 0.06% 177
2019
Q1 		$177K Buy
8,170
+5,941
+267% +$127K 0.03% 219
2018
Q4 		$43K Sell
2,229
-2,155
-49% -$44.8K 0.01% 267
2018
Q3 		$97K Buy
4,384
+2,913
+198% +$65.3K 0.03% 143
2018
Q2 		$32K Buy
+1,471
New +$32.4K 0.01% 176

Other funds holding CVY

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

CX Institutional's CVY Position: Q3 2026 in Review

CX Institutional reduced its Invesco Zacks Multi-Asset Income ETF (CVY) stake by 7.2% in Q3 2026, selling an estimated $1.05K and leaving 451 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

CX Institutional first reported a position in CVY in Q2 2018 and has held it in 22 quarters since. The position peaked at $419K in Q4 2020. 22 funds tracked by Wall St. Rank hold CVY as of Q3 2026.

  • CX Institutional held 451 shares of Invesco Zacks Multi-Asset Income ETF worth $13K as of Q3 2026.
  • CX Institutional sold 35 Invesco Zacks Multi-Asset Income ETF shares in Q3 2026, an estimated $1.05K.
  • Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1304 holding.
  • CX Institutional first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2018 and has held it in 22 quarters since.
  • CX Institutional's Invesco Zacks Multi-Asset Income ETF position peaked at $419K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.