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

Financial Perspectives’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	$11.8K	Buy	434 +3	+0.7%	+$83	﹤0.01%	515
2025 Q4	$11.6K	Buy	431 +5	+1%	+$133	﹤0.01%	509
2025 Q3	$11.4K	Buy	426 +4	+0.9%	+$106	﹤0.01%	505
2025 Q2	$10.9K	Buy	422 +5	+1%	+$124	﹤0.01%	500
2025 Q1	$10.6K	Buy	417 +3	+0.7%	+$78	﹤0.01%	493
2024 Q4	$10.4K	Buy	414 +4	+1%	+$105	﹤0.01%	500
2024 Q3	$10.7K	Buy	410 +4	+1%	+$103	﹤0.01%	470
2024 Q2	$10.2K	Buy	406 +5	+1%	+$127	﹤0.01%	461
2024 Q1	$10.3K	Buy	401 +3	+0.8%	+$72	﹤0.01%	457
2023 Q4	$9.45K	Buy	398 +5	+1%	+$111	﹤0.01%	474
2023 Q3	$8.62K	Buy	393 +4	+1%	+$89	﹤0.01%	464
2023 Q2	$8.34K	Buy	389 +5	+1%	+$106	﹤0.01%	463
2023 Q1	$8.1K	Buy	384 +5	+1%	+$111	﹤0.01%	464
2022 Q4	$8.02K	Buy	379 +7	+2%	+$150	﹤0.01%	465
2022 Q3	$7.31K	Buy	372 +6	+2%	+$130	﹤0.01%	468
2022 Q2	$7.51K	Buy	366 +3	+0.8%	+$68	﹤0.01%	472
2022 Q1	$8.7K	Buy	363 +2	+0.6%	+$49	﹤0.01%	479
2021 Q4	$8.84K	Buy	361 +1	+0.3%	+$24	﹤0.01%	455
2021 Q3	$8.56K	Buy	360 +4	+1%	+$96	﹤0.01%	460
2021 Q2	$8.71K	Sell	356 -7,858	-96%	-$191K	﹤0.01%	477
2021 Q1	$354K	Buy	8,214 +7,862	+2,234%	+$172K	0.02%	330
2020 Q4	$7.06K	Buy	352 +3	+0.9%	+$55	﹤0.01%	436
2020 Q3	$5.7K	Buy	349 +4	+1%	+$68	﹤0.01%	408
2020 Q2	$5.67K	Buy	345 +3	+0.9%	+$47	﹤0.01%	400
2020 Q1	$4.73K	Buy	342 +4	+1%	+$80	﹤0.01%	386
2019 Q4	$7.9K	Buy	+338	New	+$7.69K	0.01%	357

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

Financial Perspectives's CVY Position: Q1 2026 in Review

Financial Perspectives increased its Invesco Zacks Multi-Asset Income ETF (CVY) stake by 0.7% in Q1 2026, buying an estimated $83 and bringing the position to 434 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Financial Perspectives first reported a position in CVY in Q4 2019 and has held it in 26 quarters since. The position peaked at $354K in Q1 2021. 43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

Financial Perspectives held 434 shares of Invesco Zacks Multi-Asset Income ETF worth $11.8K as of Q1 2026.
Financial Perspectives bought 3 Invesco Zacks Multi-Asset Income ETF shares in Q1 2026, an estimated $83.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #515 holding.
Financial Perspectives first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Invesco Zacks Multi-Asset Income ETF position peaked at $354K in Q1 2021.
43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.