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

Northwestern Mutual 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	–	Sell	-70	Closed	-$1.78K	–	3726
2025 Q1	$1.78K	Hold	70	–	–	﹤0.01%	3182
2024 Q4	$1.76K	Hold	70	–	–	﹤0.01%	3201
2024 Q3	$1.83K	Sell	70 -28	-29%	-$721	﹤0.01%	3133
2024 Q2	$2.46K	Sell	98 -100	-51%	-$2.53K	﹤0.01%	3054
2024 Q1	$5.09K	Buy	198 +98	+98%	+$2.37K	﹤0.01%	2836
2023 Q4	$2.38K	Buy	+100	New	+$2.23K	﹤0.01%	3023
2021 Q1	–	Sell	-100	Closed	-$2K	–	2800
2020 Q4	$2K	Buy	+100	New	+$1.85K	﹤0.01%	2519
2018 Q4	–	Sell	-1,930	Closed	-$43K	–	2430
2018 Q3	$43K	Hold	1,930	–	–	﹤0.01%	1363
2018 Q2	$42K	Buy	+1,930	New	+$42.5K	﹤0.01%	1313
2014 Q1	–	Sell	-1,462	Closed	-$36K	–	1292
2013 Q4	$36K	Buy	+1,462	New	+$35.8K	﹤0.01%	660

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 $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Northwestern Mutual Wealth Management's CVY Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2025, closing a stake of 70 shares — an estimated $1.78K sold.

Northwestern Mutual Wealth Management first reported a position in CVY in Q4 2013 and held it in 10 quarters. The position peaked at $43K in Q3 2018. 37 funds tracked by Wall St. Rank hold CVY as of Q2 2025.

Northwestern Mutual Wealth Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 70 Invesco Zacks Multi-Asset Income ETF shares in Q2 2025, an estimated $1.78K.
Northwestern Mutual Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2013 and held it in 10 quarters.
Northwestern Mutual Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $43K in Q3 2018.
37 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.