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Cardan Capital Partners’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Cardan Capital Partners’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
2016
Q4 		– Sell
-23,486
Closed -$455K – 113
2016
Q3 		$455K Buy
23,486
+2,589
+12% +$50.5K 0.1% 76
2016
Q2 		$396K Buy
20,897
+1,445
+7% +$27.2K 0.1% 76
2016
Q1 		$360K Buy
+19,452
New +$342K 0.09% 76

Other funds holding CVY

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Cardan Capital Partners's CVY Position: Q4 2016 in Review

Cardan Capital Partners sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2016, closing a stake of 23,486 shares — an estimated $455K sold.

Cardan Capital Partners first reported a position in CVY in Q1 2016 and held it in 3 quarters. The position peaked at $455K in Q3 2016. 63 funds tracked by Wall St. Rank hold CVY as of Q4 2016.

  • Cardan Capital Partners reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2016 after selling out during the quarter.
  • Cardan Capital Partners sold 23,486 Invesco Zacks Multi-Asset Income ETF shares in Q4 2016, an estimated $455K.
  • Cardan Capital Partners first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2016 and held it in 3 quarters.
  • Cardan Capital Partners's Invesco Zacks Multi-Asset Income ETF position peaked at $455K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2016.

Based on Cardan Capital Partners's 13F filing for Q4 2016, filed 26 Jan 2017.