AWA
HGI

Acorn Wealth Advisors’s Invesco Zacks International Multi-Asset Income ETF HGI Stock Holding History

Acorn Wealth Advisors’s Portfolio HGI Stock Details HGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,173
Closed -$52K – 498
2018
Q2 		$52K Hold
3,173
– – 0.04% 269
2018
Q1 		$55K Hold
3,173
– – 0.05% 253
2017
Q4 		$57K Buy
+3,173
New +$54.3K 0.05% 239

Other funds holding HGI

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorn Wealth Advisors's HGI Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco Zacks International Multi-Asset Income ETF (HGI) in Q3 2018, closing a stake of 3,173 shares — an estimated $52K sold.

Acorn Wealth Advisors first reported a position in HGI in Q4 2017 and held it in 3 quarters. The position peaked at $57K in Q4 2017. 11 funds tracked by Wall St. Rank hold HGI as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco Zacks International Multi-Asset Income ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,173 Invesco Zacks International Multi-Asset Income ETF shares in Q3 2018, an estimated $52K.
  • Acorn Wealth Advisors first reported a position in Invesco Zacks International Multi-Asset Income ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco Zacks International Multi-Asset Income ETF position peaked at $57K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held Invesco Zacks International Multi-Asset Income ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.