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IFP Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

IFP Advisors’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
2023
Q4 		– Sell
-897
Closed -$19.7K – 3104
2023
Q3 		$19.7K Hold
897
– – ﹤0.01% 1959
2023
Q2 		$19.2K Hold
897
– – ﹤0.01% 2024
2023
Q1 		$19.9K Sell
897
-2,655
-75% -$58.7K ﹤0.01% 2027
2022
Q4 		$79K Hold
3,552
– – ﹤0.01% 1903
2022
Q3 		$79K Hold
3,552
– – ﹤0.01% 2022
2022
Q2 		$79K Hold
3,552
– – ﹤0.01% 1840
2022
Q1 		$79K Buy
3,552
+2,655
+296% +$64.8K ﹤0.01% 1840
2021
Q4 		$22K Hold
897
– – ﹤0.01% 1897
2021
Q3 		$21K Hold
897
– – ﹤0.01% 1956
2021
Q2 		$22K Hold
897
– – ﹤0.01% 1887
2021
Q1 		$21K Hold
897
– – ﹤0.01% 1830
2020
Q4 		$18K Hold
897
– – ﹤0.01% 1835
2020
Q3 		$15K Hold
897
– – ﹤0.01% 1750
2020
Q2 		$15K Hold
897
– – ﹤0.01% 1660
2020
Q1 		$13K Buy
+897
New +$17.9K ﹤0.01% 1660
2019
Q4 		– Sell
-635
Closed -$14K – 2881
2019
Q3 		$14K Buy
+635
New +$13.9K ﹤0.01% 1906
2019
Q1 		$13K Sell
635
-2,365
-79% -$50.5K ﹤0.01% 1494
2018
Q4 		$57K Sell
3,000
-2,593
-46% -$54K ﹤0.01% 1528
2018
Q3 		$124K Sell
5,593
-2,589
-32% -$58.1K 0.01% 1349
2018
Q2 		$180K Sell
8,182
-1,580
-16% -$34.8K 0.01% 1117
2018
Q1 		$219K Hold
9,762
– – 0.01% 947
2017
Q4 		$219K Sell
9,762
-490
-5% -$10.7K 0.01% 949
2017
Q3 		$222K Sell
10,252
-224
-2% -$4.74K 0.01% 1082
2017
Q2 		$219K Sell
10,476
-3,389
-24% -$70.5K 0.01% 1078
2017
Q1 		$287K Sell
13,865
-2,076
-13% -$42.8K 0.01% 923
2016
Q4 		$321K Sell
15,941
-2,535
-14% -$49.9K 0.02% 824
2016
Q3 		$358K Sell
18,476
-3,342
-15% -$65.2K 0.02% 721
2016
Q2 		$413K Buy
21,818
+21,183
+3,336% +$398K 0.02% 615
2016
Q1 		$13K Sell
635
-16,608
-96% -$292K ﹤0.01% 1494
2015
Q4 		$313K Buy
+17,243
New +$329K 0.02% 640

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

IFP Advisors's CVY Position: Q4 2023 in Review

IFP Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2023, closing a stake of 897 shares — an estimated $19.7K sold.

IFP Advisors first reported a position in CVY in Q4 2015 and held it in 30 quarters. The position peaked at $413K in Q2 2016. 43 funds tracked by Wall St. Rank hold CVY as of Q4 2023.

  • IFP Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 897 Invesco Zacks Multi-Asset Income ETF shares in Q4 2023, an estimated $19.7K.
  • IFP Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2015 and held it in 30 quarters.
  • IFP Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $413K in Q2 2016.
  • 43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.