Core Wealth Advisors (Florida)’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-2	Closed	-$52	–	96
2024 Q1	$52	Hold	2	–	–	﹤0.01%	260
2023 Q4	$48	Hold	2	–	–	﹤0.01%	261
2023 Q3	$44	Hold	2	–	–	﹤0.01%	238
2023 Q2	$43	Hold	2	–	–	﹤0.01%	234
2023 Q1	$43	Buy	+2	New	+$44	﹤0.01%	257
2022 Q3	–	Sell	-800	Closed	-$16K	–	220
2022 Q2	$16K	Buy	+800	New	+$18.1K	0.01%	117

Other funds holding CVY

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CVY Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2024, closing a stake of 2 shares — an estimated $52 sold.

Core Wealth Advisors (Florida) first reported a position in CVY in Q2 2022 and held it in 6 quarters. The position peaked at $16K in Q2 2022. 39 funds tracked by Wall St. Rank hold CVY as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 2 Invesco Zacks Multi-Asset Income ETF shares in Q2 2024, an estimated $52.
Core Wealth Advisors (Florida) first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2022 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s Invesco Zacks Multi-Asset Income ETF position peaked at $16K in Q2 2022.
39 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.