— Know what they know.
Not Investment Advice

CVY

Invesco Zacks Multi-Asset Income ETF
1W: +0.3% 1M: +1.1% 3M: -0.1% YTD: +6.5% 1Y: +15.4% 3Y: +56.2% 5Y: +40.7%
$28.88
+0.13 (+0.44%)
 
Weekly Expected Move ±1.3%
$28 $28 $28 $29 $29
ETF AMEX · AUM $120.7M
Key Statistics
AUM$121M
Holdings150
Top 10 Wt12.0%
Volume1,778
Avg Volume5,416
Beta1.12
Portfolio Fundamentals
P/E0.2
P/B0.0
Div Yield4.41%
ROE12.3%
% Profitable74%
Inception2006-09-21
Sector Allocation
Financial Services 48.1%
Energy 15.0%
Real Estate 10.2%
Technology 5.0%
Industrials 4.8%
Consumer Cyclical 4.4%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 SM Energy Co SM 1.52% $1.8M 52,507
2 Dell Technologies Inc DELL 1.32% $1.6M 6,568
3 Virtu Financial Inc VIRT 1.29% $1.6M 28,880
4 Matador Resources Co MTDR 1.16% $1.4M 23,346
5 Royalty Pharma PLC RPRX 1.15% $1.4M 25,998
6 Humana Inc HUM 1.13% $1.4M 4,485
7 Plains All American Pipeline LP PAA 1.11% $1.3M 57,566
8 BP PLC BP 1.11% $1.3M 29,391
9 Ares Management Corp ARES 1.11% $1.3M 33,199
10 Western Midstream Partners LP WES 1.10% $1.3M 28,808

Recent Holding Changes

Date Holding Change Details
2026-05-22 AGPXX Changed 189465 → 220244
2026-05-22 TORTX New
2026-05-20 GEN New
2026-05-20 NLOK Removed
2026-05-20 AGPXX Changed 160764 → 189465

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms