FIG
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Fusion Investment Group’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Fusion Investment Group’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
2014
Q1 		– Sell
-56,803
Closed -$1.41M – 230
2013
Q4 		$1.41M Buy
+56,803
New +$1.39M 1.04% 24

Other funds holding CVY

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Fusion Investment Group's CVY Position: Q1 2014 in Review

Fusion Investment Group sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2014, closing a stake of 56,803 shares — an estimated $1.41M sold.

Fusion Investment Group first reported a position in CVY in Q4 2013 and held it in 1 quarter. The position peaked at $1.41M in Q4 2013. 87 funds tracked by Wall St. Rank hold CVY as of Q1 2014.

  • Fusion Investment Group reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2014 after selling out during the quarter.
  • Fusion Investment Group sold 56,803 Invesco Zacks Multi-Asset Income ETF shares in Q1 2014, an estimated $1.41M.
  • Fusion Investment Group first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2013 and held it in 1 quarter.
  • Fusion Investment Group's Invesco Zacks Multi-Asset Income ETF position peaked at $1.41M in Q4 2013.
  • 87 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2014.

Based on Fusion Investment Group's 13F filing for Q1 2014, filed 13 May 2014.