Mariner
CVY icon

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

Mariner’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
2024
Q1 		– Sell
-9,583
Closed -$228K – 3153
2023
Q4 		$228K Buy
+9,583
New +$214K ﹤0.01% 2584

Other funds holding CVY

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Mariner's CVY Position: Q1 2024 in Review

Mariner sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2024, closing a stake of 9,583 shares — an estimated $228K sold.

Mariner first reported a position in CVY in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 38 funds tracked by Wall St. Rank hold CVY as of Q1 2024.

  • Mariner reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2024 after selling out during the quarter.
  • Mariner sold 9,583 Invesco Zacks Multi-Asset Income ETF shares in Q1 2024, an estimated $228K.
  • Mariner first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2023 and held it in 1 quarter.
  • Mariner's Invesco Zacks Multi-Asset Income ETF position peaked at $228K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2024.

Based on Mariner's 13F filing for Q1 2024, filed 15 May 2024.