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FourThought Financial’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

FourThought Financial’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
2022
Q3 		$20K Hold
1,000
– – ﹤0.01% 856
2022
Q2 		$21K Buy
+1,000
New +$22.7K ﹤0.01% 850

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FourThought Financial's CVY Position: Q3 2022 in Review

FourThought Financial held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q3 2022 at 1,000 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

FourThought Financial first reported a position in CVY in Q2 2022 and has held it in 2 quarters since. The position peaked at $21K in Q2 2022. 35 funds tracked by Wall St. Rank hold CVY as of Q3 2022.

  • FourThought Financial held 1,000 shares of Invesco Zacks Multi-Asset Income ETF worth $20K as of Q3 2022.
  • FourThought Financial left its Invesco Zacks Multi-Asset Income ETF share count unchanged in Q3 2022.
  • Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #856 holding.
  • FourThought Financial first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2022 and has held it in 2 quarters since.
  • FourThought Financial's Invesco Zacks Multi-Asset Income ETF position peaked at $21K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.