HI
CVY icon

Hudock Inc’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Hudock Inc’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
Q4 		– Sell
-3,615
Closed -$71K – 259
2022
Q3 		$71K Hold
3,615
– – 0.02% 247
2022
Q2 		$74K Hold
3,615
– – 0.02% 247
2022
Q1 		$86K Hold
3,615
– – 0.02% 248
2021
Q4 		$88K Hold
3,615
– – 0.02% 255
2021
Q3 		$85K Hold
3,615
– – 0.03% 252
2021
Q2 		$88K Hold
3,615
– – 0.03% 255
2021
Q1 		$83K Sell
3,615
-700
-16% -$15.3K 0.03% 247
2020
Q4 		$86K Buy
4,315
+107
+3% +$1.98K 0.03% 237
2020
Q3 		$68K Hold
4,208
– – 0.03% 235
2020
Q2 		$69K Buy
4,208
+100
+2% +$1.57K 0.03% 223
2020
Q1 		$56K Hold
4,108
– – 0.02% 206
2019
Q4 		$96K Sell
4,108
-382
-9% -$8.69K 0.03% 180
2019
Q3 		$100K Hold
4,490
– – 0.04% 169
2019
Q2 		$99K Hold
4,490
– – 0.04% 169
2019
Q1 		$97K Sell
4,490
-2,475
-36% -$52.8K 0.04% 172
2018
Q4 		$132K Hold
6,965
– – 0.05% 127
2018
Q3 		$154K Hold
6,965
– – 0.06% 118
2018
Q2 		$152K Hold
6,965
– – 0.06% 123
2018
Q1 		$149K Hold
6,965
– – 0.06% 125
2017
Q4 		$156K Hold
6,965
– – 0.07% 124
2017
Q3 		$151K Hold
6,965
– – 0.07% 108
2017
Q2 		$145K Hold
6,965
– – 0.07% 113
2017
Q1 		$144K Hold
6,965
– – 0.08% 108
2016
Q4 		$140K Hold
6,965
– – 0.08% 115
2016
Q3 		$135K Hold
6,965
– – 0.08% 114
2016
Q2 		$131K Sell
6,965
-200
-3% -$3.76K 0.07% 120
2016
Q1 		$132K Buy
7,165
+600
+9% +$10.5K 0.07% 123
2015
Q4 		$119K Hold
6,565
– – 0.05% 120
2015
Q3 		$121K Buy
6,565
+4,950
+307% +$100K 0.06% 119
2015
Q2 		$33K Hold
1,615
– – 0.02% 263
2015
Q1 		$36K Hold
1,615
– – 0.02% 259
2014
Q4 		$36K Hold
1,615
– – 0.02% 243
2014
Q3 		$39K Buy
1,615
+405
+33% +$10.4K 0.02% 236
2014
Q2 		$32K Buy
1,210
+400
+49% +$10.2K 0.04% 269
2014
Q1 		$20K Hold
810
– – 0.02% 306
2013
Q4 		$20K Buy
+810
New +$19.9K 0.02% 308

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hudock Inc's CVY Position: Q4 2022 in Review

Hudock Inc sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2022, closing a stake of 3,615 shares — an estimated $71K sold.

Hudock Inc first reported a position in CVY in Q4 2013 and held it in 36 quarters. The position peaked at $156K in Q4 2017. 30 funds tracked by Wall St. Rank hold CVY as of Q4 2022.

  • Hudock Inc reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 3,615 Invesco Zacks Multi-Asset Income ETF shares in Q4 2022, an estimated $71K.
  • Hudock Inc first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2013 and held it in 36 quarters.
  • Hudock Inc's Invesco Zacks Multi-Asset Income ETF position peaked at $156K in Q4 2017.
  • 30 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.