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 Q1	$243K	Buy	+8,985	New	+$250K	﹤0.01%	394

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

Haverford Trust Company's CVY Position: Q1 2026 in Review

Haverford Trust Company opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2026: 8,985 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings.

43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

Haverford Trust Company held 8,985 shares of Invesco Zacks Multi-Asset Income ETF worth $243K as of Q1 2026.
Invesco Zacks Multi-Asset Income ETF was a new Haverford Trust Company position in Q1 2026.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #394 holding.
43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.