MAM
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Marquette Asset Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Marquette Asset Management’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
2022
Q4 		– Sell
-25
Closed – – 233
2022
Q3 		$0 Buy
+25
New +$543 ﹤0.01% 269

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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

Marquette Asset Management's CVY Position: Q4 2022 in Review

Marquette Asset Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2022, closing a stake of 25 shares.

Marquette Asset Management first reported a position in CVY in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 30 funds tracked by Wall St. Rank hold CVY as of Q4 2022.

  • Marquette Asset Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2022 after selling out during the quarter.
  • Marquette Asset Management sold 25 Invesco Zacks Multi-Asset Income ETF shares in Q4 2022.
  • Marquette Asset Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2022 and held it in 1 quarter.
  • Marquette Asset Management's Invesco Zacks Multi-Asset Income ETF position peaked at $0 in Q3 2022.
  • 30 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2022.

Based on Marquette Asset Management's 13F filing for Q4 2022, filed 12 Jan 2023.