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Independence Bank of Kentucky’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Independence Bank of Kentucky’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
2024
Q2 		– Sell
-1,000
Closed -$25.7K – 542
2024
Q1 		$25.7K Hold
1,000
– – 0.01% 375
2023
Q4 		$23.8K Buy
+1,000
New +$22.3K 0.01% 364

Other funds holding CVY

HSA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independence Bank of Kentucky's CVY Position: Q2 2024 in Review

Independence Bank of Kentucky sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2024, closing a stake of 1,000 shares — an estimated $25.7K sold.

Independence Bank of Kentucky first reported a position in CVY in Q4 2023 and held it in 2 quarters. The position peaked at $25.7K in Q1 2024. 39 funds tracked by Wall St. Rank hold CVY as of Q2 2024.

  • Independence Bank of Kentucky reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 1,000 Invesco Zacks Multi-Asset Income ETF shares in Q2 2024, an estimated $25.7K.
  • Independence Bank of Kentucky first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2023 and held it in 2 quarters.
  • Independence Bank of Kentucky's Invesco Zacks Multi-Asset Income ETF position peaked at $25.7K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2024.

Based on Independence Bank of Kentucky's 13F filing for Q2 2024, filed 25 Jul 2024.