CFS Investment Advisory Services’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

CFS Investment Advisory Services’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
2022 Q4	–	Sell	-39,361	Closed	-$2K	–	151
2022 Q3	$2K	Buy	+39,361	New	+$855K	﹤0.01%	156
2022 Q2	–	Sell	-47,921	Closed	-$2K	–	283
2022 Q1	$2K	Buy	+47,921	New	+$1.17M	0.01%	272

Other funds holding CVY

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

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

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

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

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

CFS Investment Advisory Services's CVY Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2022, closing a stake of 39,361 shares — an estimated $2K sold.

CFS Investment Advisory Services first reported a position in CVY in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 30 funds tracked by Wall St. Rank hold CVY as of Q4 2022.

CFS Investment Advisory Services reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 39,361 Invesco Zacks Multi-Asset Income ETF shares in Q4 2022, an estimated $2K.
CFS Investment Advisory Services first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2022 and held it in 2 quarters.
CFS Investment Advisory Services's Invesco Zacks Multi-Asset Income ETF position peaked at $2K in Q3 2022.
30 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.