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Golden State Wealth Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Golden State Wealth 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
Q2 		$88 Buy
+3
New +$86 ﹤0.01% 1588

Other funds holding CVY

FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Golden State Wealth Management's CVY Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2026: 3 shares worth $88. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings.

7 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

  • Golden State Wealth Management held 3 shares of Invesco Zacks Multi-Asset Income ETF worth $88 as of Q2 2026.
  • Invesco Zacks Multi-Asset Income ETF was a new Golden State Wealth Management position in Q2 2026.
  • Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1588 holding.
  • 7 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.