Spire Wealth Management’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
2022 Q1	–	Sell	-741	Closed	-$18K	–	2592
2021 Q4	$18K	Buy	741 +1	+0.1%	+$24	﹤0.01%	2150
2021 Q3	$18K	Buy	740 +8	+1%	+$195	﹤0.01%	1889
2021 Q2	$18K	Buy	732 +5	+0.7%	+$123	﹤0.01%	1909
2021 Q1	$17K	Buy	+727	New	+$17K	﹤0.01%	2208