Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

MAI Wealth Advisors »

Invesco Zacks Multi-asset Income Etf exchange traded fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Zacks Multi-asset Income Etf exchange traded fund (CVY) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Zacks Multi-asset Income Etf exchange traded fund

Tip: Access up to 7 years of quarterly data

All positions including Invesco Zacks Multi-asset Income Etf exchange traded fund held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Invesco Zacks Multi-asset Income Etf exchange traded fund by MAI Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$3.4k	128	26.70
2025-06-30	$3.3k	126	25.79
2025-03-31	$3.2k	125	25.35
2024-12-31	$3.1k	124	25.11

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Apple Call Call Option (Principal) (AAPL)

Microsoft Corp Call Call Option (Principal) (MSFT)

Ishares Tr Core S&p Mcp Etf (IJH)

Nvidia Corporation Call Call Option (Principal) (NVDA)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Ishares Tr Core S&p Scp Etf (IJR)

Amazon Call Call Option (Principal) (AMZN)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Vanguard Specialized Funds Div App Etf (VIG)

Ishares Tr S&p 500 Val Etf (IVE)

Broadcom Call Call Option (Principal) (AVGO)

Alphabet Call Call Option (Principal) (GOOGL)

Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Invesco Zacks Multi-asset Income Etf exchange traded fund

Morgan Stanley

HBK Sorce Advisory

Commonwealth Equity Services

Cambridge Investment Research Advisors

LPL Financial

MGB Wealth Management

Raymond James Financial

Wells Fargo & Company

Susquehanna International

Trustmark National Bank - Trust Department

Advisor Group Holdings

View all funds holding Invesco Zacks Multi-asset Income Etf exchange traded fund

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z