Larson Financial Group’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Larson Financial Group’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	$5.48K	Hold	190	–	–	﹤0.01%	2730
2026 Q1	$5.14K	Hold	190	–	–	﹤0.01%	2597
2025 Q4	$5.09K	Hold	190	–	–	﹤0.01%	2456
2025 Q3	$5.09K	Buy	+190	New	+$5.05K	﹤0.01%	2347

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

Larson Financial Group's CVY Position: Q2 2026 in Review

Larson Financial Group held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q2 2026 at 190 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Larson Financial Group first reported a position in CVY in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

Larson Financial Group held 190 shares of Invesco Zacks Multi-Asset Income ETF worth $5.48K as of Q2 2026.
Larson Financial Group left its Invesco Zacks Multi-Asset Income ETF share count unchanged in Q2 2026.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2730 holding.
Larson Financial Group first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2025 and has held it in 4 quarters since.
42 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.