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Atria Investments’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Atria Investments’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
2013
Q3 		– Sell
-21,762
Closed -$504K – 453
2013
Q2 		$504K Buy
+21,762
New +$522K 0.06% 180

Other funds holding CVY

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Atria Investments's CVY Position: Q3 2013 in Review

Atria Investments sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2013, closing a stake of 21,762 shares — an estimated $504K sold.

Atria Investments first reported a position in CVY in Q2 2013 and held it in 1 quarter. The position peaked at $504K in Q2 2013. 80 funds tracked by Wall St. Rank hold CVY as of Q3 2013.

  • Atria Investments reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2013 after selling out during the quarter.
  • Atria Investments sold 21,762 Invesco Zacks Multi-Asset Income ETF shares in Q3 2013, an estimated $504K.
  • Atria Investments first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2013 and held it in 1 quarter.
  • Atria Investments's Invesco Zacks Multi-Asset Income ETF position peaked at $504K in Q2 2013.
  • 80 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2013.

Based on Atria Investments's 13F filing for Q3 2013, filed 28 Oct 2013.