Ahrens Investment Partners’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$2.22K	Buy	+106	New	+$2.34K	﹤0.01%	877
2022 Q3	–	Sell	-106	Closed	-$2K	–	324
2022 Q2	$2K	Hold	106	–	–	﹤0.01%	862
2022 Q1	$3K	Hold	106	–	–	﹤0.01%	905
2021 Q4	$3K	Buy	+106	New	+$2.58K	﹤0.01%	930

Other funds holding CVY

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

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

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ahrens Investment Partners's CVY Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2023: 106 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CVY as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CVY in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q1 2022. 35 funds tracked by Wall St. Rank hold CVY as of Q1 2023.

Ahrens Investment Partners held 106 shares of Invesco Zacks Multi-Asset Income ETF worth $2.22K as of Q1 2023.
Invesco Zacks Multi-Asset Income ETF was a new Ahrens Investment Partners position in Q1 2023.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #877 holding.
Ahrens Investment Partners first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Invesco Zacks Multi-Asset Income ETF position peaked at $3K in Q1 2022.
35 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.