Raleigh Capital Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-20	Closed	-$503	–	676
2024 Q4	$503	Hold	20	–	–	﹤0.01%	946
2024 Q3	$522	Hold	20	–	–	﹤0.01%	922
2024 Q2	$502	Hold	20	–	–	﹤0.01%	904
2024 Q1	$515	Hold	20	–	–	﹤0.01%	883
2023 Q4	$475	Hold	20	–	–	﹤0.01%	989
2023 Q3	$439	Hold	20	–	–	﹤0.01%	886
2023 Q2	$428	Hold	20	–	–	﹤0.01%	794
2023 Q1	$422	Hold	20	–	–	﹤0.01%	810
2022 Q4	$423	Hold	20	–	–	﹤0.01%	737
2022 Q3	$0	Hold	20	–	–	﹤0.01%	800
2022 Q2	$0	Hold	20	–	–	﹤0.01%	612
2022 Q1	$0	Buy	+20	New	+$488	﹤0.01%	614

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

MWM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Raleigh Capital Management's CVY Position: Q1 2025 in Review

Raleigh Capital Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2025, closing a stake of 20 shares — an estimated $503 sold.

Raleigh Capital Management first reported a position in CVY in Q1 2022 and held it in 12 quarters. The position peaked at $522 in Q3 2024. 36 funds tracked by Wall St. Rank hold CVY as of Q1 2025.

Raleigh Capital Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 20 Invesco Zacks Multi-Asset Income ETF shares in Q1 2025, an estimated $503.
Raleigh Capital Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's Invesco Zacks Multi-Asset Income ETF position peaked at $522 in Q3 2024.
36 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.