Envestnet Asset Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Envestnet Asset Management’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 Q1	$219K	Buy	+8,077	New	+$225K	﹤0.01%	4468
2019 Q1	–	Sell	-12,642	Closed	-$243K	–	2969
2018 Q4	$243K	Buy	+12,642	New	+$263K	﹤0.01%	2551
2018 Q3	–	Sell	-9,182	Closed	-$202K	–	1536
2018 Q2	$202K	Buy	+9,182	New	+$202K	﹤0.01%	1659
2018 Q1	–	Sell	-9,209	Closed	-$206K	–	2860
2017 Q4	$206K	Sell	9,209 -385	-4%	-$8.42K	﹤0.01%	1832
2017 Q3	$208K	Sell	9,594 -137	-1%	-$2.9K	﹤0.01%	1816
2017 Q2	$203K	Sell	9,731 -3,089	-24%	-$64.2K	﹤0.01%	1875
2017 Q1	$265K	Sell	12,820 -175	-1%	-$3.61K	﹤0.01%	1804
2016 Q4	$262K	Sell	12,995 -1,565	-11%	-$30.8K	﹤0.01%	1772
2016 Q3	$282K	Sell	14,560 -1,514	-9%	-$29.6K	﹤0.01%	1874
2016 Q2	$305K	Sell	16,074 -4,664	-22%	-$87.7K	﹤0.01%	1878
2016 Q1	$383K	Buy	20,738 +1,717	+9%	+$30.1K	﹤0.01%	1762
2015 Q4	$346K	Sell	19,021 -2,037	-10%	-$38.9K	﹤0.01%	1770
2015 Q3	$389K	Sell	21,058 -2,673	-11%	-$54K	﹤0.01%	1718
2015 Q2	$498K	Sell	23,731 -592	-2%	-$13.2K	﹤0.01%	1715
2015 Q1	$537K	Buy	24,323 +2,106	+9%	+$47K	﹤0.01%	1535
2014 Q4	$497K	Sell	22,217 -3,104	-12%	-$72.8K	0.01%	715
2014 Q3	$616K	Buy	25,321 +16,126	+175%	+$413K	0.01%	716
2014 Q2	$240K	Sell	9,195 -1,057	-10%	-$27K	﹤0.01%	949
2014 Q1	$258K	Sell	10,252 -1,120	-10%	-$27.7K	﹤0.01%	831
2013 Q4	$282K	Hold	11,372	–	–	﹤0.01%	755
2013 Q3	$270K	Buy	11,372 +3,584	+46%	+$85.1K	﹤0.01%	736
2013 Q2	$181K	Buy	+7,788	New	+$187K	﹤0.01%	821

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's CVY Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2026: 8,077 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #4468 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in CVY as recently as Q4 2018.

Envestnet Asset Management first reported a position in CVY in Q2 2013 and has held it in 22 quarters since. The position peaked at $616K in Q3 2014. 43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

Envestnet Asset Management held 8,077 shares of Invesco Zacks Multi-Asset Income ETF worth $219K as of Q1 2026.
Invesco Zacks Multi-Asset Income ETF was a new Envestnet Asset Management position in Q1 2026.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4468 holding.
Envestnet Asset Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2013 and has held it in 22 quarters since.
Envestnet Asset Management's Invesco Zacks Multi-Asset Income ETF position peaked at $616K in Q3 2014.
43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.