CSPIA
CVY icon

Cary Street Partners Investment Advisory’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-2,156
Closed -$35K – 460
2020
Q3 		$35K Buy
+2,156
New +$36.5K 0.01% 546

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cary Street Partners Investment Advisory's CVY Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2020, closing a stake of 2,156 shares — an estimated $35K sold.

Cary Street Partners Investment Advisory first reported a position in CVY in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 40 funds tracked by Wall St. Rank hold CVY as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,156 Invesco Zacks Multi-Asset Income ETF shares in Q4 2020, an estimated $35K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Invesco Zacks Multi-Asset Income ETF position peaked at $35K in Q3 2020.
  • 40 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.