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

Jessup 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
Q1 		– Sell
-240
Closed -$6.44K – 150
2025
Q4 		$6.44K Buy
+240
New +$6.38K ﹤0.01% 277

Other funds holding CVY

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jessup Wealth Management's CVY Position: Q1 2026 in Review

Jessup Wealth Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2026, closing a stake of 240 shares — an estimated $6.44K sold.

Jessup Wealth Management first reported a position in CVY in Q4 2025 and held it in 1 quarter. The position peaked at $6.44K in Q4 2025. 43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

  • Jessup Wealth Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 240 Invesco Zacks Multi-Asset Income ETF shares in Q1 2026, an estimated $6.44K.
  • Jessup Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $6.44K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.