Cetera Advisor Networks’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-5,047	Closed	-$83K	–	1589
2020 Q2	$83K	Sell	5,047 -5,360	-52%	-$84.1K	﹤0.01%	1619
2020 Q1	$144K	Buy	10,407 +361	+4%	+$7.22K	﹤0.01%	1024
2019 Q4	$236K	Sell	10,046 -505	-5%	-$11.5K	0.01%	1075
2019 Q3	$234K	Buy	10,551 +406	+4%	+$8.9K	0.01%	1029
2019 Q2	$225K	Buy	+10,145	New	+$222K	0.01%	1035
2017 Q4	–	Sell	-10,105	Closed	-$220K	–	997
2017 Q3	$220K	Hold	10,105	–	–	0.01%	810
2017 Q2	$212K	Sell	10,105 -838	-8%	-$17.4K	0.01%	823
2017 Q1	$227K	Sell	10,943 -789	-7%	-$16.3K	0.01%	787
2016 Q4	$238K	Sell	11,732 -2,411	-17%	-$47.4K	0.01%	732
2016 Q3	$274K	Buy	14,143 +1,885	+15%	+$36.8K	0.01%	804
2016 Q2	$232K	Hold	12,258	–	–	0.01%	711
2016 Q1	$228K	Sell	12,258 -1,309	-10%	-$23K	0.01%	707
2015 Q4	$247K	Buy	13,567 +200	+1%	+$3.82K	0.02%	675
2015 Q3	$246K	Sell	13,367 -2,536	-16%	-$51.2K	0.02%	653
2015 Q2	$351K	Hold	15,903	–	–	0.02%	566
2015 Q1	$351K	Sell	15,903 -2,430	-13%	-$54.2K	0.02%	570
2014 Q4	$411K	Buy	18,333 +141	+0.8%	+$3.31K	0.03%	502
2014 Q3	$440K	Sell	18,192 -479	-3%	-$12.3K	0.03%	483
2014 Q2	$487K	Buy	18,671 +2,136	+13%	+$54.6K	0.03%	464
2014 Q1	$417K	Buy	16,535 +4,142	+33%	+$102K	0.03%	500
2013 Q4	$305K	Buy	12,393 +3,795	+44%	+$93K	0.02%	547
2013 Q3	$204K	Sell	8,598 -249	-3%	-$5.92K	0.02%	625
2013 Q2	$205K	Buy	+8,847	New	+$212K	0.02%	546

Other funds holding CVY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisor Networks's CVY Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2020, closing a stake of 5,047 shares — an estimated $83K sold.

Cetera Advisor Networks first reported a position in CVY in Q2 2013 and held it in 23 quarters. The position peaked at $487K in Q2 2014. 38 funds tracked by Wall St. Rank hold CVY as of Q3 2020.

Cetera Advisor Networks reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 5,047 Invesco Zacks Multi-Asset Income ETF shares in Q3 2020, an estimated $83K.
Cetera Advisor Networks first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2013 and held it in 23 quarters.
Cetera Advisor Networks's Invesco Zacks Multi-Asset Income ETF position peaked at $487K in Q2 2014.
38 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.