Advisory Services Network’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Advisory Services 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
2015 Q4	–	Sell	-300	Closed	-$6K	–	1538
2015 Q3	$6K	Buy	+300	New	+$6.06K	﹤0.01%	1051

Other funds holding CVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Advisory Services Network's CVY Position: Q4 2015 in Review

Advisory Services Network sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2015, closing a stake of 300 shares — an estimated $6K sold.

Advisory Services Network first reported a position in CVY in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 75 funds tracked by Wall St. Rank hold CVY as of Q4 2015.

Advisory Services Network reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2015 after selling out during the quarter.
Advisory Services Network sold 300 Invesco Zacks Multi-Asset Income ETF shares in Q4 2015, an estimated $6K.
Advisory Services Network first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2015 and held it in 1 quarter.
Advisory Services Network's Invesco Zacks Multi-Asset Income ETF position peaked at $6K in Q3 2015.
75 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2015.

Based on Advisory Services Network's 13F filing for Q4 2015, filed 27 Jan 2016.