B. Riley Wealth Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

B. Riley Wealth 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
2020 Q1	–	Sell	-8,937	Closed	-$210K	–	821
2019 Q4	$210K	Buy	+8,937	New	+$203K	0.02%	740
2018 Q4	–	Sell	-22,184	Closed	-$493K	–	676
2018 Q3	$493K	Sell	22,184 -1,622	-7%	-$36.4K	0.06%	354
2018 Q2	$523K	Buy	23,806 +4,169	+21%	+$91.7K	0.07%	313
2018 Q1	$422K	Buy	+19,637	New	+$438K	0.06%	351
2015 Q1	–	Sell	-7,374	Closed	-$165	–	860
2014 Q4	$165	Sell	7,374 -1,424	-16%	-$33.4K	﹤0.01%	1474
2014 Q3	$214K	Buy	8,798 +1,489	+20%	+$38.2K	0.06%	486
2014 Q2	$191K	Buy	7,309 +171	+2%	+$4.37K	0.04%	471
2014 Q1	$179K	Sell	7,138 -6,432	-47%	-$159K	0.05%	424
2013 Q4	$336K	Sell	13,570 -1,653	-11%	-$40.5K	0.11%	215
2013 Q3	$361K	Buy	15,223 +3,870	+34%	+$91.9K	0.12%	188
2013 Q2	$263K	Buy	+11,353	New	+$272K	0.09%	259

Other funds holding CVY

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

B. Riley Wealth Advisors's CVY Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2020, closing a stake of 8,937 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in CVY in Q2 2013 and held it in 11 quarters. The position peaked at $523K in Q2 2018. 50 funds tracked by Wall St. Rank hold CVY as of Q1 2020.

B. Riley Wealth Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,937 Invesco Zacks Multi-Asset Income ETF shares in Q1 2020, an estimated $210K.
B. Riley Wealth Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2013 and held it in 11 quarters.
B. Riley Wealth Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $523K in Q2 2018.
50 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.