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

DHJJ Financial 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	$520	Hold	18	–	–	﹤0.01%	897
2026 Q1	$488	Hold	18	–	–	﹤0.01%	899
2025 Q4	$483	Hold	18	–	–	﹤0.01%	857
2025 Q3	$483	Hold	18	–	–	﹤0.01%	827
2025 Q2	$464	Hold	18	–	–	﹤0.01%	808
2025 Q1	$458	Hold	18	–	–	﹤0.01%	759
2024 Q4	$453	Hold	18	–	–	﹤0.01%	732
2024 Q3	$471	Hold	18	–	–	﹤0.01%	711
2024 Q2	$452	Hold	18	–	–	﹤0.01%	670
2024 Q1	$464	Hold	18	–	–	﹤0.01%	655
2023 Q4	$428	Hold	18	–	–	﹤0.01%	645
2023 Q3	$395	Buy	+18	New	+$401	﹤0.01%	647

Other funds holding CVY

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTS

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

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

DHJJ Financial Advisors's CVY Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q2 2026 at 18 shares worth $520. The position accounts for ﹤0.01% of the portfolio, ranked #897.

DHJJ Financial Advisors first reported a position in CVY in Q3 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

DHJJ Financial Advisors held 18 shares of Invesco Zacks Multi-Asset Income ETF worth $520 as of Q2 2026.
DHJJ Financial 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #897 holding.
DHJJ Financial Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2023 and has held it in 12 quarters since.
16 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.