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Legacy Wealth Management (Idaho)’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Legacy Wealth Management (Idaho)’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 		$6.58K Hold
243
– – ﹤0.01% 569
2025
Q4 		$6.52K Buy
+243
New +$6.46K ﹤0.01% 494

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

Legacy Wealth Management (Idaho)'s CVY Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q1 2026 at 243 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Legacy Wealth Management (Idaho) first reported a position in CVY in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 243 shares of Invesco Zacks Multi-Asset Income ETF worth $6.58K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Invesco Zacks Multi-Asset Income ETF share count unchanged in Q1 2026.
  • Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #569 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.