Advisor Consultant Network’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Advisor Consultant Network’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
2016 Q3	$760K	Buy	+39,225	New	+$766K	0.11%	124

Other funds holding CVY

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Advisor Consultant Network's CVY Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2016: 39,225 shares worth $760K. The stake represents 0.11% of the portfolio and ranks #124 among its holdings.

71 funds tracked by Wall St. Rank hold CVY as of Q3 2016.

Advisor Consultant Network held 39,225 shares of Invesco Zacks Multi-Asset Income ETF worth $760K as of Q3 2016.
Invesco Zacks Multi-Asset Income ETF was a new Advisor Consultant Network position in Q3 2016.
Invesco Zacks Multi-Asset Income ETF made up 0.11% of Advisor Consultant Network's portfolio in Q3 2016, its #124 holding.
71 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.