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Not Investment Advice

CVY

Invesco Zacks Multi-Asset Income ETF
1W: +1.6% 1M: +5.1% 3M: +6.8% YTD: +11.9% 1Y: +15.6% 3Y: +48.0% 5Y: +57.1%
$30.55
+0.36 (+1.20%)
 
Weekly Expected Move ±1.3%
$29 $30 $30 $30 $31
ETF AMEX · AUM $123.3M
Key Statistics
AUM$123M
Holdings144
Top 10 Wt11.3%
Volume4,564
Avg Volume4,491
Beta1.04
Portfolio Fundamentals
P/E0.2
P/B0.0
Div Yield4.40%
ROE16.7%
% Profitable76%
Inception2006-09-21
Sector Allocation
Financial Services 48.0%
Energy 13.5%
Real Estate 11.2%
Basic Materials 6.9%
Industrials 6.5%
Other 5.1%
+4 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Crane NXT Co CXT 1.23% $1.5M 29,038
2 PROG Holdings Inc PRG 1.21% $1.5M 33,938
3 Grupo Cibest SA CIB 1.17% $1.4M 16,520
4 Allstate Corp/The ALL 1.15% $1.4M 5,562
5 Bank of America Corp 7.25% 12/31/2079 BAC-PL 1.14% $1.4M 1,082
6 Axis Capital Holdings Ltd AXS 1.12% $1.4M 11,969
7 Virtu Financial Inc VIRT 1.11% $1.4M 22,820
8 KKR & Co Inc 6.25% 03/01/2028 1.09% $1.3M 31,825
9 Assured Guaranty Ltd AGO 1.07% $1.3M 15,546
10 Reinsurance Group of America Inc RGA 1.07% $1.3M 5,581

Recent Holding Changes

Date Holding Change Details
2026-07-20 LYG New
2026-07-20 LLDTF Removed
2026-07-16 LLDTF New
2026-07-16 LYG Removed
2026-07-15 NOKBF New

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