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

Corbenic 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
2017
Q4 		– Sell
-175
Closed -$4K – 192
2017
Q3 		$4K Buy
+175
New +$3.71K 0.01% 204

Other funds holding CVY

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
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 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
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Corbenic Partners's CVY Position: Q4 2017 in Review

Corbenic Partners sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2017, closing a stake of 175 shares — an estimated $4K sold.

Corbenic Partners first reported a position in CVY in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 68 funds tracked by Wall St. Rank hold CVY as of Q4 2017.

  • Corbenic Partners reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2017 after selling out during the quarter.
  • Corbenic Partners sold 175 Invesco Zacks Multi-Asset Income ETF shares in Q4 2017, an estimated $4K.
  • Corbenic Partners first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2017 and held it in 1 quarter.
  • Corbenic Partners's Invesco Zacks Multi-Asset Income ETF position peaked at $4K in Q3 2017.
  • 68 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2017.

Based on Corbenic Partners's 13F filing for Q4 2017, filed 25 Jan 2018.