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Calton & Associates’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-2,597
Closed -$60K – 523
2017
Q4 		$60K Buy
+2,597
New +$56.8K 0.02% 626

Other funds holding CVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Calton & Associates's CVY Position: Q1 2018 in Review

Calton & Associates sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2018, closing a stake of 2,597 shares — an estimated $60K sold.

Calton & Associates first reported a position in CVY in Q4 2017 and held it in 1 quarter. The position peaked at $60K in Q4 2017. 57 funds tracked by Wall St. Rank hold CVY as of Q1 2018.

  • Calton & Associates reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,597 Invesco Zacks Multi-Asset Income ETF shares in Q1 2018, an estimated $60K.
  • Calton & Associates first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco Zacks Multi-Asset Income ETF position peaked at $60K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.