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American Portfolios Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$121K Hold
6,134
– – 0.01% 1246
2022
Q2 		$126K Sell
6,134
-79
-1% -$1.79K 0.01% 1287
2022
Q1 		$149K Sell
6,213
-40
-0.6% -$977 0.01% 1315
2021
Q4 		$153K Sell
6,253
-20
-0.3% -$487 0.01% 1296
2021
Q3 		$149K Sell
6,273
-339
-5% -$8.14K 0.01% 1273
2021
Q2 		$162K Buy
6,612
+990
+18% +$24.1K 0.01% 1210
2021
Q1 		$131K Sell
5,622
-75
-1% -$1.64K 0.01% 1219
2020
Q4 		$114K Sell
5,697
-25
-0.4% -$461 0.01% 1100
2020
Q3 		$93.5K Sell
5,722
-345
-6% -$5.84K 0.01% 1083
2020
Q2 		$99.6K Sell
6,067
-159
-3% -$2.5K 0.01% 1003
2020
Q1 		$86.2K Hold
6,226
– – 0.01% 939
2019
Q4 		$146K Sell
6,226
-20
-0.3% -$455 0.01% 874
2019
Q3 		$139K Sell
6,246
-915
-13% -$20.1K 0.01% 846
2019
Q2 		$158K Sell
7,161
-567
-7% -$12.4K 0.01% 800
2019
Q1 		$167K Buy
7,728
+111
+1% +$2.37K 0.02% 698
2018
Q4 		$146K Sell
7,617
-1,781
-19% -$37.1K 0.02% 618
2018
Q3 		$208K Sell
9,398
-80
-0.8% -$1.79K 0.02% 560
2018
Q2 		$208K Sell
9,478
-1,610
-15% -$35.4K 0.03% 530
2018
Q1 		$238K Sell
11,088
-168
-1% -$3.74K 0.04% 450
2017
Q4 		$252K Buy
+11,256
New +$246K 0.04% 420

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Portfolios Advisors's CVY Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q3 2022 at 6,134 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #1246.

American Portfolios Advisors first reported a position in CVY in Q4 2017 and has held it in 20 quarters since. The position peaked at $252K in Q4 2017. 35 funds tracked by Wall St. Rank hold CVY as of Q3 2022.

  • American Portfolios Advisors held 6,134 shares of Invesco Zacks Multi-Asset Income ETF worth $121K as of Q3 2022.
  • American Portfolios Advisors left its Invesco Zacks Multi-Asset Income ETF share count unchanged in Q3 2022.
  • Invesco Zacks Multi-Asset Income ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1246 holding.
  • American Portfolios Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $252K in Q4 2017.
  • 35 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.