Rothschild Investment LLC’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Hold |
600
| – | – | ﹤0.01% | 1087 |
|
|
2025
Q1 | $15.2K | Hold |
600
| – | – | ﹤0.01% | 1068 |
|
|
2024
Q4 | $15.1K | Hold |
600
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q3 | $15.7K | Hold |
600
| – | – | ﹤0.01% | 1054 |
|
|
2024
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q1 | $15.4K | Hold |
600
| – | – | ﹤0.01% | 978 |
|
|
2023
Q4 | $14.3K | Buy |
+600
| New | +$14.3K | ﹤0.01% | 927 |
|