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

EverSource Wealth 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	$29.2K	Hold	1,012	–	–	﹤0.01%	2165
2026 Q1	$27.4K	Hold	1,012	–	–	﹤0.01%	2300
2025 Q4	$27.1K	Sell	1,012 -28	-3%	-$745	﹤0.01%	2185
2025 Q3	$27.9K	Hold	1,040	–	–	﹤0.01%	2111
2025 Q2	$26.8K	Hold	1,040	–	–	﹤0.01%	2064
2025 Q1	$26.4K	Hold	1,040	–	–	﹤0.01%	1546
2024 Q4	$26.2K	Hold	1,040	–	–	﹤0.01%	1490
2024 Q3	$27.2K	Hold	1,040	–	–	﹤0.01%	1336
2024 Q2	$27.4K	Hold	1,040	–	–	﹤0.01%	1358
2024 Q1	$25.9K	Hold	1,040	–	–	﹤0.01%	1244
2023 Q4	$24.7K	Hold	1,040	–	–	﹤0.01%	1149
2023 Q3	$22.8K	Hold	1,040	–	–	﹤0.01%	1080
2023 Q2	$22.3K	Hold	1,040	–	–	﹤0.01%	1115
2023 Q1	$21.9K	Hold	1,040	–	–	﹤0.01%	1049
2022 Q4	$22K	Buy	+1,040	New	+$22.4K	﹤0.01%	1038

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

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

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

EverSource Wealth Advisors's CVY Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q2 2026 at 1,012 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

EverSource Wealth Advisors first reported a position in CVY in Q4 2022 and has held it in 15 quarters since. 16 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

EverSource Wealth Advisors held 1,012 shares of Invesco Zacks Multi-Asset Income ETF worth $29.2K as of Q2 2026.
EverSource Wealth 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #2165 holding.
EverSource Wealth Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2022 and has held it in 15 quarters since.
16 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

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