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

Fortis 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
2018
Q1 		– Sell
-6,250
Closed -$140K – 308
2017
Q4 		$140K Buy
+6,250
New +$137K 0.09% 94

Other funds holding CVY

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
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fortis Advisors's CVY Position: Q1 2018 in Review

Fortis Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2018, closing a stake of 6,250 shares — an estimated $140K sold.

Fortis Advisors first reported a position in CVY in Q4 2017 and held it in 1 quarter. The position peaked at $140K in Q4 2017. 57 funds tracked by Wall St. Rank hold CVY as of Q1 2018.

  • Fortis Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2018 after selling out during the quarter.
  • Fortis Advisors sold 6,250 Invesco Zacks Multi-Asset Income ETF shares in Q1 2018, an estimated $140K.
  • Fortis Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2017 and held it in 1 quarter.
  • Fortis Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $140K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2018.

Based on Fortis Advisors's 13F filing for Q1 2018, filed 11 May 2018.