HTC
CVY icon

Haverford Trust Company’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Haverford Trust Company’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 		$237K Sell
8,228
-757
-8% -$21.6K ﹤0.01% 393
2026
Q1 		$243K Buy
+8,985
New +$250K ﹤0.01% 394

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

Haverford Trust Company's CVY Position: Q2 2026 in Review

Haverford Trust Company reduced its Invesco Zacks Multi-Asset Income ETF (CVY) stake by 8.4% in Q2 2026, selling an estimated $21.6K and leaving 8,228 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Haverford Trust Company first reported a position in CVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $243K in Q1 2026. 42 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

  • Haverford Trust Company held 8,228 shares of Invesco Zacks Multi-Asset Income ETF worth $237K as of Q2 2026.
  • Haverford Trust Company sold 757 Invesco Zacks Multi-Asset Income ETF shares in Q2 2026, an estimated $21.6K.
  • Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q2 2026, its #393 holding.
  • Haverford Trust Company first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Haverford Trust Company's Invesco Zacks Multi-Asset Income ETF position peaked at $243K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.