AP
CVY icon

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

Americana 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
2020
Q1 		– Sell
-5,122
Closed -$119K – 195
2019
Q4 		$119K Buy
+5,122
New +$117K 0.07% 133

Other funds holding CVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Americana Partners's CVY Position: Q1 2020 in Review

Americana Partners sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2020, closing a stake of 5,122 shares — an estimated $119K sold.

Americana Partners first reported a position in CVY in Q4 2019 and held it in 1 quarter. The position peaked at $119K in Q4 2019. 50 funds tracked by Wall St. Rank hold CVY as of Q1 2020.

  • Americana Partners reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
  • Americana Partners sold 5,122 Invesco Zacks Multi-Asset Income ETF shares in Q1 2020, an estimated $119K.
  • Americana Partners first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2019 and held it in 1 quarter.
  • Americana Partners's Invesco Zacks Multi-Asset Income ETF position peaked at $119K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2020.

Based on Americana Partners's 13F filing for Q1 2020, filed 12 May 2020.