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Brandywine Oak Private Wealth’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-1,272
Closed -$24K – 300
2018
Q4 		$24K Buy
+1,272
New +$26.5K 0.01% 432

Other funds holding CVY

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
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Brandywine Oak Private Wealth's CVY Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2019, closing a stake of 1,272 shares — an estimated $24K sold.

Brandywine Oak Private Wealth first reported a position in CVY in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 65 funds tracked by Wall St. Rank hold CVY as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,272 Invesco Zacks Multi-Asset Income ETF shares in Q1 2019, an estimated $24K.
  • Brandywine Oak Private Wealth first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco Zacks Multi-Asset Income ETF position peaked at $24K in Q4 2018.
  • 65 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.