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

Institute for 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
2020 Q3	–	Sell	-14,119	Closed	-$232K	–	420
2020 Q2	$232K	Sell	14,119 -5,063	-26%	-$79.5K	0.06%	367
2020 Q1	$265K	Buy	19,182 +989	+5%	+$19.8K	0.08%	302
2019 Q4	$426K	Buy	18,193 +1,025	+6%	+$23.3K	0.1%	286
2019 Q3	$383K	Buy	17,168 +711	+4%	+$15.6K	0.1%	283
2019 Q2	$364K	Buy	16,457 +1,753	+12%	+$38.3K	0.08%	313
2019 Q1	$318K	Buy	14,704 +1,349	+10%	+$28.8K	0.07%	322
2018 Q4	$257K	Buy	+13,355	New	+$278K	0.11%	213
2018 Q1	–	Sell	-12,627	Closed	-$286K	–	282
2017 Q4	$286K	Buy	12,627 +210	+2%	+$4.59K	0.07%	309
2017 Q3	$264K	Sell	12,417 -4,834	-28%	-$102K	0.09%	232
2017 Q2	$361K	Buy	+17,251	New	+$359K	0.1%	274

Other funds holding CVY

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

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

Institute for Wealth Management's CVY Position: Q3 2020 in Review

Institute for Wealth Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2020, closing a stake of 14,119 shares — an estimated $232K sold.

Institute for Wealth Management first reported a position in CVY in Q2 2017 and held it in 10 quarters. The position peaked at $426K in Q4 2019. 38 funds tracked by Wall St. Rank hold CVY as of Q3 2020.

Institute for Wealth Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2020 after selling out during the quarter.
Institute for Wealth Management sold 14,119 Invesco Zacks Multi-Asset Income ETF shares in Q3 2020, an estimated $232K.
Institute for Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2017 and held it in 10 quarters.
Institute for Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $426K in Q4 2019.
38 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.