AIS
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Accurate Investment Solutions’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Accurate Investment Solutions’s Portfolio CVY Stock Details CVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-7
Closed – – 402
2018
Q2 		$0 Hold
7
– – ﹤0.01% 510
2018
Q1 		$0 Hold
7
– – ﹤0.01% 491
2017
Q4 		$0 Hold
7
– – ﹤0.01% 495
2017
Q3 		$0 Buy
+7
New +$148 ﹤0.01% 500

Other funds holding CVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accurate Investment Solutions's CVY Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2018, closing a stake of 7 shares.

Accurate Investment Solutions first reported a position in CVY in Q3 2017 and held it in 4 quarters. The position peaked at $0 in Q2 2018. 71 funds tracked by Wall St. Rank hold CVY as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 7 Invesco Zacks Multi-Asset Income ETF shares in Q3 2018.
  • Accurate Investment Solutions first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Invesco Zacks Multi-Asset Income ETF position peaked at $0 in Q2 2018.
  • 71 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.