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

Harbour 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	$50.2K	Buy	1,853 +198	+12%	+$5.5K	﹤0.01%	2338
2025 Q4	$44.4K	Buy	1,655 +523	+46%	+$13.9K	﹤0.01%	2020
2025 Q3	$30.3K	Hold	1,132	–	–	﹤0.01%	2137
2025 Q2	$29.2K	Hold	1,132	–	–	﹤0.01%	2062
2025 Q1	$28.7K	Hold	1,132	–	–	﹤0.01%	2032
2024 Q4	$28.5K	Hold	1,132	–	–	﹤0.01%	1961
2024 Q3	$29.6K	Hold	1,132	–	–	﹤0.01%	1891
2024 Q2	$28.4K	Hold	1,132	–	–	﹤0.01%	1804
2024 Q1	$29.1K	Hold	1,132	–	–	﹤0.01%	1775
2023 Q4	$26.9K	Sell	1,132 -361	-24%	-$8.04K	﹤0.01%	1729
2023 Q3	$32.7K	Buy	1,493 +3	+0.2%	+$67	﹤0.01%	1525
2023 Q2	$31.9K	Buy	1,490 +5	+0.3%	+$106	﹤0.01%	1561
2023 Q1	$31.3K	Buy	1,485 +1,137	+327%	+$25.1K	﹤0.01%	1548
2022 Q4	$7.36K	Buy	348 +15	+5%	+$322	﹤0.01%	2081
2022 Q3	$7K	Hold	333	–	–	﹤0.01%	2051
2022 Q2	$7K	Buy	+333	New	+$7.55K	﹤0.01%	2051
2021 Q4	–	Sell	-400	Closed	-$10K	–	2854
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	2655
2021 Q2	$10K	Hold	400	–	–	﹤0.01%	2710
2021 Q1	$9K	Buy	+400	New	+$8.77K	﹤0.01%	2658

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 $31B AUM 28.39% 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 $44.6B AUM 28.94% 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

Harbour Investments's CVY Position: Q1 2026 in Review

Harbour Investments increased its Invesco Zacks Multi-Asset Income ETF (CVY) stake by 12% in Q1 2026, buying an estimated $5.5K and bringing the position to 1,853 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Harbour Investments first reported a position in CVY in Q1 2021 and has held it in 19 quarters since. 43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

Harbour Investments held 1,853 shares of Invesco Zacks Multi-Asset Income ETF worth $50.2K as of Q1 2026.
Harbour Investments bought 198 Invesco Zacks Multi-Asset Income ETF shares in Q1 2026, an estimated $5.5K.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2338 holding.
Harbour Investments first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2021 and has held it in 19 quarters since.
43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

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