Institute for Wealth Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Institute for 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	$6.06K	Buy	+210	New	+$5.99K	﹤0.01%	1424
2020 Q3	–	Sell	-14,119	Closed	-$232K	–	420
2020 Q2	$232K	Sell	14,119 -5,063	-26%	-$79.5K	0.06%	367
2020 Q1	$265K	Buy	19,182 +989	+5%	+$19.8K	0.08%	302
2019 Q4	$426K	Buy	18,193 +1,025	+6%	+$23.3K	0.1%	286
2019 Q3	$383K	Buy	17,168 +711	+4%	+$15.6K	0.1%	283
2019 Q2	$364K	Buy	16,457 +1,753	+12%	+$38.3K	0.08%	313
2019 Q1	$318K	Buy	14,704 +1,349	+10%	+$28.8K	0.07%	322
2018 Q4	$257K	Buy	+13,355	New	+$278K	0.11%	213
2018 Q1	–	Sell	-12,627	Closed	-$286K	–	282
2017 Q4	$286K	Buy	12,627 +210	+2%	+$4.59K	0.07%	309
2017 Q3	$264K	Sell	12,417 -4,834	-28%	-$102K	0.09%	232
2017 Q2	$361K	Buy	+17,251	New	+$359K	0.1%	274

Other funds holding CVY

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Institute for Wealth Management's CVY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2026: 210 shares worth $6.06K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CVY as recently as Q2 2020.

Institute for Wealth Management first reported a position in CVY in Q2 2017 and has held it in 11 quarters since. The position peaked at $426K in Q4 2019. 42 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

Institute for Wealth Management held 210 shares of Invesco Zacks Multi-Asset Income ETF worth $6.06K as of Q2 2026.
Invesco Zacks Multi-Asset Income ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1424 holding.
Institute for Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2017 and has held it in 11 quarters since.
Institute for Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $426K in Q4 2019.
42 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.