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
2026 Q2	$5.77K	Buy	+200	New	+$5.71K	﹤0.01%	3327
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 $1.89T 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

Northwestern Mutual Wealth Management's CVY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2026: 200 shares worth $5.77K. The stake represents ﹤0.01% of the portfolio and ranks #3327 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in CVY as recently as Q1 2025.

Northwestern Mutual Wealth Management first reported a position in CVY in Q4 2013 and has held it in 11 quarters since. The position peaked at $43K in Q3 2018. 42 funds tracked by Wall St. Rank hold CVY as of Q2 2026.

Northwestern Mutual Wealth Management held 200 shares of Invesco Zacks Multi-Asset Income ETF worth $5.77K as of Q2 2026.
Invesco Zacks Multi-Asset Income ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3327 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2013 and has held it in 11 quarters since.
Northwestern Mutual Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $43K in Q3 2018.
42 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.