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Gupta Wealth Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-213
Closed -$4K – 1265
2015
Q3 		$4K Hold
213
– – ﹤0.01% 1059
2015
Q2 		$5K Sell
213
-239
-53% -$5.32K ﹤0.01% 1017
2015
Q1 		$10K Buy
+452
New +$10.1K ﹤0.01% 753

Other funds holding CVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Gupta Wealth Management's CVY Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2015, closing a stake of 213 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in CVY in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q1 2015. 75 funds tracked by Wall St. Rank hold CVY as of Q4 2015.

  • Gupta Wealth Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 213 Invesco Zacks Multi-Asset Income ETF shares in Q4 2015, an estimated $4K.
  • Gupta Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $10K in Q1 2015.
  • 75 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.