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

Hartford Financial 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
2019 Q2	–	Sell	-334	Closed	-$7K	–	365
2019 Q1	$7K	Hold	334	–	–	﹤0.01%	318
2018 Q4	$6K	Hold	334	–	–	﹤0.01%	332
2018 Q3	$7K	Hold	334	–	–	﹤0.01%	338
2018 Q2	$7K	Buy	+334	New	+$7.35K	﹤0.01%	341
2017 Q4	–	Sell	-2,499	Closed	-$54K	–	346
2017 Q3	$54K	Buy	+2,499	New	+$52.9K	0.03%	187

Other funds holding CVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

RJA

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

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

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

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

Hartford Financial Management's CVY Position: Q2 2019 in Review

Hartford Financial Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2019, closing a stake of 334 shares — an estimated $7K sold.

Hartford Financial Management first reported a position in CVY in Q3 2017 and held it in 5 quarters. The position peaked at $54K in Q3 2017. 63 funds tracked by Wall St. Rank hold CVY as of Q2 2019.

Hartford Financial Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2019 after selling out during the quarter.
Hartford Financial Management sold 334 Invesco Zacks Multi-Asset Income ETF shares in Q2 2019, an estimated $7K.
Hartford Financial Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2017 and held it in 5 quarters.
Hartford Financial Management's Invesco Zacks Multi-Asset Income ETF position peaked at $54K in Q3 2017.
63 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2019.

Based on Hartford Financial Management's 13F filing for Q2 2019, filed 1 Aug 2019.