Clarus Wealth Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-1,470	Closed	-$33K	–	225
2019 Q2	$33K	Buy	1,470 +5	+0.3%	+$109	0.02%	314
2019 Q1	$32K	Buy	1,465 +5	+0.3%	+$107	0.02%	350
2018 Q4	$28K	Sell	1,460 -102	-7%	-$2.12K	0.04%	343
2018 Q3	$35K	Buy	1,562 +14	+0.9%	+$314	0.02%	346
2018 Q2	$33K	Buy	+1,548	New	+$34.1K	0.03%	346

Other funds holding CVY

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

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

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

Clarus Wealth Advisors's CVY Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2019, closing a stake of 1,470 shares — an estimated $33K sold.

Clarus Wealth Advisors first reported a position in CVY in Q2 2018 and held it in 5 quarters. The position peaked at $35K in Q3 2018. 56 funds tracked by Wall St. Rank hold CVY as of Q3 2019.

Clarus Wealth Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,470 Invesco Zacks Multi-Asset Income ETF shares in Q3 2019, an estimated $33K.
Clarus Wealth Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $35K in Q3 2018.
56 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.