Motiv8 Investments’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Motiv8 Investments’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 Q4	$7	Buy	+250	New	+$6.65K	﹤0.01%	505

Other funds holding CVY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Motiv8 Investments's CVY Position: Q4 2025 in Review

Motiv8 Investments opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2025: 250 shares worth $7. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings.

46 funds tracked by Wall St. Rank hold CVY as of Q4 2025.

Motiv8 Investments held 250 shares of Invesco Zacks Multi-Asset Income ETF worth $7 as of Q4 2025.
Invesco Zacks Multi-Asset Income ETF was a new Motiv8 Investments position in Q4 2025.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #505 holding.
46 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.