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

Ironwood Financial’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 Q1	–	Sell	-90	Closed	-$2K	–	354
2019 Q4	$2K	Hold	90	–	–	﹤0.01%	342
2019 Q3	$2K	Hold	90	–	–	﹤0.01%	344
2019 Q2	$2K	Hold	90	–	–	﹤0.01%	346
2019 Q1	$2K	Hold	90	–	–	﹤0.01%	341
2018 Q4	$2K	Hold	90	–	–	﹤0.01%	332
2018 Q3	$2K	Hold	90	–	–	﹤0.01%	328
2018 Q2	$2K	Buy	+90	New	+$1.98K	﹤0.01%	255
2018 Q1	–	Sell	-90	Closed	-$2K	–	257
2017 Q4	$2K	Hold	90	–	–	﹤0.01%	233
2017 Q3	$2K	Hold	90	–	–	﹤0.01%	240
2017 Q2	$2K	Hold	90	–	–	﹤0.01%	236
2017 Q1	$2K	Hold	90	–	–	﹤0.01%	237
2016 Q4	$2K	Sell	90 -90	-50%	-$1.77K	﹤0.01%	238
2016 Q3	$3K	Hold	180	–	–	﹤0.01%	228
2016 Q2	$3K	Sell	180 -200	-53%	-$3.76K	﹤0.01%	228
2016 Q1	$7K	Buy	+380	New	+$6.67K	0.01%	182
2015 Q3	$14K	Hold	785	–	–	0.01%	187
2015 Q2	$16K	Sell	785 -115	-13%	-$2.56K	0.01%	177
2015 Q1	$20K	Sell	900 -6	-0.7%	-$134	0.01%	160
2014 Q4	$20K	Buy	+906	New	+$21.3K	0.01%	137

Other funds holding CVY

LPL Financial San Diego, California $377B AUM 19.32% 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

ACG

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

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

HFA

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

RJA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Ironwood Financial's CVY Position: Q1 2020 in Review

Ironwood Financial sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2020, closing a stake of 90 shares — an estimated $2K sold.

Ironwood Financial first reported a position in CVY in Q4 2014 and held it in 19 quarters. The position peaked at $20K in Q1 2015. 50 funds tracked by Wall St. Rank hold CVY as of Q1 2020.

Ironwood Financial reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 90 Invesco Zacks Multi-Asset Income ETF shares in Q1 2020, an estimated $2K.
Ironwood Financial first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2014 and held it in 19 quarters.
Ironwood Financial's Invesco Zacks Multi-Asset Income ETF position peaked at $20K in Q1 2015.
50 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.