Mariner Independent Advisor Network’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Mariner Independent Advisor Network’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
2019 Q1	–	Sell	-93,887	Closed	-$1.92M	–	355
2018 Q4	$1.92M	Buy	+93,887	New	+$1.95M	0.17%	136
2018 Q2	–	Sell	-64,052	Closed	-$1.38M	–	173
2018 Q1	$1.38M	Buy	64,052 +34,568	+117%	+$770K	0.08%	186
2017 Q4	$661K	Buy	29,484 +3,939	+15%	+$86.2K	0.07%	215
2017 Q3	$554K	Buy	25,545 +11,222	+78%	+$238K	0.09%	130
2017 Q2	$300K	Buy	+14,323	New	+$298K	0.04%	174
2017 Q1	–	Sell	-12,686	Closed	-$256K	–	266
2016 Q4	$256K	Hold	12,686	–	–	0.04%	154
2016 Q3	$246K	Buy	+12,686	New	+$248K	0.04%	158

Other funds holding CVY

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

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

ACG

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

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

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Mariner Independent Advisor Network's CVY Position: Q1 2019 in Review

Mariner Independent Advisor Network sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2019, closing a stake of 93,887 shares — an estimated $1.92M sold.

Mariner Independent Advisor Network first reported a position in CVY in Q3 2016 and held it in 7 quarters. The position peaked at $1.92M in Q4 2018. 65 funds tracked by Wall St. Rank hold CVY as of Q1 2019.

Mariner Independent Advisor Network reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 93,887 Invesco Zacks Multi-Asset Income ETF shares in Q1 2019, an estimated $1.92M.
Mariner Independent Advisor Network first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2016 and held it in 7 quarters.
Mariner Independent Advisor Network's Invesco Zacks Multi-Asset Income ETF position peaked at $1.92M in Q4 2018.
65 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2019, filed 2 May 2019.