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

MGB 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
2025 Q2	$1.72M	Hold
2025 Q1	$1.69M	Hold
2024 Q4	$1.67M	Buy
2024 Q3	$1.52M	Sell
2024 Q2	$1.5M	Sell
2024 Q1	$1.53M	Sell
2023 Q4	$1.41M	Buy