Bessemer Group’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Bessemer Group’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
2021 Q3	–	Sell	-808	Closed	-$20K	–	1678
2021 Q2	$20K	Buy	+808	New	+$19.7K	﹤0.01%	1233
2015 Q4	–	Sell	-300	Closed	-$6K	–	1593
2015 Q3	$6K	Hold	300	–	–	﹤0.01%	1291
2015 Q2	$6K	Hold	300	–	–	﹤0.01%	1319
2015 Q1	$7K	Hold	300	–	–	﹤0.01%	1276
2014 Q4	$7K	Hold	300	–	–	﹤0.01%	1307
2014 Q3	$7K	Hold	300	–	–	﹤0.01%	1115
2014 Q2	$8K	Hold	300	–	–	﹤0.01%	1109
2014 Q1	$8K	Hold	300	–	–	﹤0.01%	1100
2013 Q4	$7K	Hold	300	–	–	﹤0.01%	1131
2013 Q3	$7K	Buy	+300	New	+$7.13K	﹤0.01%	1072

Other funds holding CVY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Bessemer Group's CVY Position: Q3 2021 in Review

Bessemer Group sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2021, closing a stake of 808 shares — an estimated $20K sold.

Bessemer Group first reported a position in CVY in Q3 2013 and held it in 10 quarters. The position peaked at $20K in Q2 2021. 40 funds tracked by Wall St. Rank hold CVY as of Q3 2021.

Bessemer Group reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2021 after selling out during the quarter.
Bessemer Group sold 808 Invesco Zacks Multi-Asset Income ETF shares in Q3 2021, an estimated $20K.
Bessemer Group first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2013 and held it in 10 quarters.
Bessemer Group's Invesco Zacks Multi-Asset Income ETF position peaked at $20K in Q2 2021.
40 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2021.

Based on Bessemer Group's 13F filing for Q3 2021, filed 12 Nov 2021.