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CVY

Invesco Zacks Multi-Asset Income ETF
1W: +0.0% 1M: +0.2% 3M: -0.8% YTD: +5.7% 1Y: +14.1% 3Y: +54.6% 5Y: +43.3%
$28.53
-0.07 (-0.24%)
Pre-Market: $28.77 (+0.24, +0.84%)
Weekly Expected Move ±1.3%
$28 $28 $28 $29 $29
ETF AMEX · AUM $118.6M
Key Statistics
AUM$119M
Holdings149
Top 10 Wt12.1%
Volume79
Avg Volume5,491
Beta1.12
Portfolio Fundamentals
P/E0.3
P/B0.0
Div Yield4.47%
ROE11.2%
% Profitable74%
Inception2006-09-21
Sector Allocation
Financial Services 48.1%
Energy 15.1%
Real Estate 10.1%
Technology 4.9%
Industrials 4.9%
Consumer Cyclical 4.3%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 SM Energy Co SM 1.45% $1.7M 52,507
2 Virtu Financial Inc VIRT 1.33% $1.6M 28,880
3 Dell Technologies Inc DELL 1.30% $1.6M 6,568
4 Matador Resources Co MTDR 1.19% $1.4M 23,346
5 Humana Inc HUM 1.14% $1.4M 4,485
6 Royalty Pharma PLC RPRX 1.13% $1.4M 25,998
7 Western Midstream Partners LP WES 1.13% $1.4M 28,808
8 Ares Management Corp ARES 1.13% $1.4M 33,199
9 BP PLC BP 1.13% $1.3M 29,391
10 Hanover Insurance Group Inc/The THG 1.12% $1.3M 6,801

Recent Holding Changes

Date Holding Change Details
2026-05-20 GEN New
2026-05-20 NLOK Removed
2026-05-20 AGPXX Changed 160764 → 189465
2026-05-18 CIBEST.CL New
2026-05-18 CIB Removed

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