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CPF Texas’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

CPF Texas’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
2018
Q3 		$11K Buy
+490
New +$11K 0.01% 235

Other funds holding CVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CPF Texas's CVY Position: Q3 2018 in Review

CPF Texas opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2018: 490 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings.

71 funds tracked by Wall St. Rank hold CVY as of Q3 2018.

  • CPF Texas held 490 shares of Invesco Zacks Multi-Asset Income ETF worth $11K as of Q3 2018.
  • Invesco Zacks Multi-Asset Income ETF was a new CPF Texas position in Q3 2018.
  • Invesco Zacks Multi-Asset Income ETF made up 0.01% of CPF Texas's portfolio in Q3 2018, its #235 holding.
  • 71 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2018.

Based on CPF Texas's 13F filing for Q3 2018, filed 14 Nov 2018.