Steward Partners Investment Advisory’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Steward Partners Investment Advisory’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	$18.4K	Hold	679	–	–	﹤0.01%	3273
2025 Q4	$18.2K	Hold	679	–	–	﹤0.01%	3179
2025 Q3	$18.2K	Hold	679	–	–	﹤0.01%	3135
2025 Q2	$17.5K	Hold	679	–	–	﹤0.01%	2976
2025 Q1	$17.2K	Sell	679 -133	-16%	-$3.44K	﹤0.01%	2874
2024 Q4	$20.4K	Hold	812	–	–	﹤0.01%	2783
2024 Q3	$21.2K	Hold	812	–	–	﹤0.01%	2642
2024 Q2	$20.4K	Hold	812	–	–	﹤0.01%	2535
2024 Q1	$20.9K	Hold	812	–	–	﹤0.01%	2508
2023 Q4	$19.3K	Sell	812 -255	-24%	-$5.68K	﹤0.01%	2425
2023 Q3	$23.4K	Hold	1,067	–	–	﹤0.01%	2231
2023 Q2	$22.9K	Sell	1,067 -645	-38%	-$13.6K	﹤0.01%	2226
2023 Q1	$36.1K	Hold	1,712	–	–	﹤0.01%	1995
2022 Q4	$36.2K	Hold	1,712	–	–	﹤0.01%	1966
2022 Q3	$34K	Hold	1,712	–	–	﹤0.01%	1968
2022 Q2	$35K	Hold	1,712	–	–	﹤0.01%	1965
2022 Q1	$41K	Sell	1,712 -560	-25%	-$13.7K	﹤0.01%	2011
2021 Q4	$56K	Hold	2,272	–	–	﹤0.01%	1852
2021 Q3	$54K	Buy	2,272 +607	+36%	+$14.6K	﹤0.01%	1847
2021 Q2	$41K	Buy	1,665 +900	+118%	+$21.9K	﹤0.01%	3727
2021 Q1	$17.8K	Buy	+765	New	+$16.8K	﹤0.01%	2530
2018 Q4	–	Sell	-980	Closed	-$22K	–	1042
2018 Q3	$22K	Buy	980 +11	+1%	+$247	﹤0.01%	1510
2018 Q2	$21K	Buy	969 +9	+0.9%	+$198	﹤0.01%	1445
2018 Q1	$20K	Buy	960 +10	+1%	+$223	﹤0.01%	1329
2017 Q4	$21K	Buy	+950	New	+$20.8K	﹤0.01%	1093

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 $31B AUM 28.39% 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 $44.6B AUM 28.94% 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

Steward Partners Investment Advisory's CVY Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q1 2026 at 679 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3273.

Steward Partners Investment Advisory first reported a position in CVY in Q4 2017 and has held it in 25 quarters since. The position peaked at $56K in Q4 2021. 43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

Steward Partners Investment Advisory held 679 shares of Invesco Zacks Multi-Asset Income ETF worth $18.4K as of Q1 2026.
Steward Partners Investment Advisory left its Invesco Zacks Multi-Asset Income ETF share count unchanged in Q1 2026.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3273 holding.
Steward Partners Investment Advisory first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2017 and has held it in 25 quarters since.
Steward Partners Investment Advisory's Invesco Zacks Multi-Asset Income ETF position peaked at $56K in Q4 2021.
43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.