Fidelity Investments
CVY icon

Fidelity Investments’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Fidelity Investments’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 		$92.6K Buy
3,419
+257
+8% +$7.14K ﹤0.01% 3824
2025
Q4 		$84.8K Buy
3,162
+121
+4% +$3.22K ﹤0.01% 3843
2025
Q3 		$81.5K Buy
3,041
+709
+30% +$18.9K ﹤0.01% 3749
2025
Q2 		$60.1K Sell
2,332
-255
-10% -$6.33K ﹤0.01% 3808
2025
Q1 		$65.7K Hold
2,587
– – ﹤0.01% 3737
2024
Q4 		$65.1K Sell
2,587
-233
-8% -$6.09K ﹤0.01% 3719
2024
Q3 		$73.7K Buy
2,820
+912
+48% +$23.5K ﹤0.01% 3601
2024
Q2 		$47.9K Buy
1,908
+1,114
+140% +$28.2K ﹤0.01% 3642
2024
Q1 		$20.4K Sell
794
-31
-4% -$748 ﹤0.01% 4012
2023
Q4 		$19.6K Buy
825
+247
+43% +$5.5K ﹤0.01% 3954
2023
Q3 		$12.7K Sell
578
-32
-5% -$713 ﹤0.01% 4016
2023
Q2 		$13.1K Buy
+610
New +$12.9K ﹤0.01% 4052
2022
Q2 		– Sell
-88
Closed -$2K – 4982
2022
Q1 		$2K Buy
88
+1
+1% +$24 ﹤0.01% 4638
2021
Q4 		$2K Sell
87
-740
-89% -$18K ﹤0.01% 3992
2021
Q3 		$20K Sell
827
-170
-17% -$4.08K ﹤0.01% 3437
2021
Q2 		$24K Buy
997
+257
+35% +$6.26K ﹤0.01% 3331
2021
Q1 		$17K Sell
740
-261
-26% -$5.72K ﹤0.01% 3275
2020
Q4 		$20K Buy
1,001
+1
+0.1% +$18 ﹤0.01% 3179
2020
Q3 		$16K Hold
1,000
– – ﹤0.01% 3100
2020
Q2 		$16K Hold
1,000
– – ﹤0.01% 3034
2020
Q1 		$14K Sell
1,000
-2,785
-74% -$55.7K ﹤0.01% 3031
2019
Q4 		$89K Buy
3,785
+1
+0% +$23 ﹤0.01% 2773
2019
Q3 		$84K Sell
3,784
-216
-5% -$4.74K ﹤0.01% 2775
2019
Q2 		$89K Buy
+4,000
New +$87.3K ﹤0.01% 2760
2018
Q4 		– Sell
-2
Closed – – 3593
2018
Q3 		$0 Buy
+2
New +$45 ﹤0.01% 3546

Other funds holding CVY

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's CVY Position: Q1 2026 in Review

Fidelity Investments increased its Invesco Zacks Multi-Asset Income ETF (CVY) stake by 8.1% in Q1 2026, buying an estimated $7.14K and bringing the position to 3,419 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3824.

Fidelity Investments first reported a position in CVY in Q3 2018 and has held it in 25 quarters since. 43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

  • Fidelity Investments held 3,419 shares of Invesco Zacks Multi-Asset Income ETF worth $92.6K as of Q1 2026.
  • Fidelity Investments bought 257 Invesco Zacks Multi-Asset Income ETF shares in Q1 2026, an estimated $7.14K.
  • Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3824 holding.
  • Fidelity Investments first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2018 and has held it in 25 quarters since.
  • 43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.