EverSource Wealth Advisors, LLC
Position in CVY — Invesco Zacks Multi-Asset Income ETF
CIK 1710537
BIRMINGHAM, AL
Position in CVY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$27,394
+$263 QoQ
Shares Held
1,012
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVY Over Time
Shares Held
Position Value (USD)
All Filings in CVY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,394 | 1,012 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $27,131 | 1,012 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,861 | 1,040 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,811 | 1,040 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,405 | 1,040 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,166 | 1,040 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,164 | 1,040 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $26,083 | 1,040 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $26,748 | 1,040 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $24,710 | 1,040 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,807 | 1,040 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,276 | 1,040 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $21,923 | 1,040 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,996 | 1,040 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||