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Laurel Wealth Advisors (California)’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Laurel Wealth Advisors (California)’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
-11,727
Closed -$275K – 369
2019
Q4 		$275K Buy
11,727
+3
+0% +$68 0.05% 369
2019
Q3 		$261K Buy
11,724
+453
+4% +$9.93K 0.04% 376
2019
Q2 		$249K Buy
+11,271
New +$246K 0.05% 337

Other funds holding CVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CVY Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2020, closing a stake of 11,727 shares — an estimated $275K sold.

Laurel Wealth Advisors (California) first reported a position in CVY in Q2 2019 and held it in 3 quarters. The position peaked at $275K in Q4 2019. 50 funds tracked by Wall St. Rank hold CVY as of Q1 2020.

  • Laurel Wealth Advisors (California) reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 11,727 Invesco Zacks Multi-Asset Income ETF shares in Q1 2020, an estimated $275K.
  • Laurel Wealth Advisors (California) first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2019 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Invesco Zacks Multi-Asset Income ETF position peaked at $275K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.