Belpointe Asset Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Belpointe Asset Management’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	-5,820	Closed	-$136K	–	655
2019 Q4	$136K	Buy	+5,820	New	+$132K	0.02%	666
2018 Q4	–	Sell	-5,698	Closed	-$126K	–	521
2018 Q3	$126K	Buy	+5,698	New	+$128K	0.02%	579

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

Belpointe Asset Management's CVY Position: Q1 2020 in Review

Belpointe Asset Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2020, closing a stake of 5,820 shares — an estimated $136K sold.

Belpointe Asset Management first reported a position in CVY in Q3 2018 and held it in 2 quarters. The position peaked at $136K in Q4 2019. 50 funds tracked by Wall St. Rank hold CVY as of Q1 2020.

Belpointe Asset Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
Belpointe Asset Management sold 5,820 Invesco Zacks Multi-Asset Income ETF shares in Q1 2020, an estimated $136K.
Belpointe Asset Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2018 and held it in 2 quarters.
Belpointe Asset Management's Invesco Zacks Multi-Asset Income ETF position peaked at $136K in Q4 2019.
50 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.