Global Retirement Partners’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Global Retirement Partners’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
2021 Q3	–	Sell	-847	Closed	-$21K	–	1998
2021 Q2	$21K	Hold	847	–	–	﹤0.01%	1168
2021 Q1	$20K	Hold	847	–	–	﹤0.01%	1104
2020 Q4	$17K	Hold	847	–	–	﹤0.01%	1083
2020 Q3	$14K	Hold	847	–	–	﹤0.01%	1038
2020 Q2	$14K	Hold	847	–	–	﹤0.01%	1013
2020 Q1	$12K	Hold	847	–	–	﹤0.01%	971
2019 Q4	$20K	Hold	847	–	–	﹤0.01%	931
2019 Q3	$19K	Hold	847	–	–	﹤0.01%	911
2019 Q2	$19K	Hold	847	–	–	﹤0.01%	910
2019 Q1	$18K	Hold	847	–	–	﹤0.01%	856
2018 Q4	$16K	Hold	847	–	–	﹤0.01%	819
2018 Q3	$19K	Hold	847	–	–	﹤0.01%	823
2018 Q2	$19K	Hold	847	–	–	﹤0.01%	806
2018 Q1	$18K	Hold	847	–	–	0.01%	784
2017 Q4	$19K	Hold	847	–	–	0.01%	736
2017 Q3	$18K	Hold	847	–	–	0.01%	673
2017 Q2	$18K	Hold	847	–	–	0.01%	625
2017 Q1	$18K	Hold	847	–	–	0.01%	582
2016 Q4	$17K	Buy	+847	New	+$16.7K	0.01%	550

Other funds holding CVY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Global Retirement Partners's CVY Position: Q3 2021 in Review

Global Retirement Partners sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2021, closing a stake of 847 shares — an estimated $21K sold.

Global Retirement Partners first reported a position in CVY in Q4 2016 and held it in 19 quarters. The position peaked at $21K in Q2 2021. 40 funds tracked by Wall St. Rank hold CVY as of Q3 2021.

Global Retirement Partners reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2021 after selling out during the quarter.
Global Retirement Partners sold 847 Invesco Zacks Multi-Asset Income ETF shares in Q3 2021, an estimated $21K.
Global Retirement Partners first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2016 and held it in 19 quarters.
Global Retirement Partners's Invesco Zacks Multi-Asset Income ETF position peaked at $21K in Q2 2021.
40 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2021.

Based on Global Retirement Partners's 13F filing for Q3 2021, filed 22 Oct 2021.