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

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$19K Buy
+787
New +$18.7K 0.01% 119

Other funds holding CVY

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s CVY Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2013: 787 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #119 among its holdings.

80 funds tracked by Wall St. Rank hold CVY as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 787 shares of Invesco Zacks Multi-Asset Income ETF worth $19K as of Q3 2013.
  • Invesco Zacks Multi-Asset Income ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
  • Invesco Zacks Multi-Asset Income ETF made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #119 holding.
  • 80 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.