Simplex Trading’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Simplex Trading’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 Q1	$297	Buy	+11	New	+$306	﹤0.01%	8799

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplex Trading's CVY Position: Q1 2026 in Review

Simplex Trading opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2026: 11 shares worth $297. The stake represents ﹤0.01% of the portfolio and ranks #8799 among its holdings.

43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

Simplex Trading held 11 shares of Invesco Zacks Multi-Asset Income ETF worth $297 as of Q1 2026.
Invesco Zacks Multi-Asset Income ETF was a new Simplex Trading position in Q1 2026.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8799 holding.
43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.