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

McAdam LLC’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
2018
Q4 		– Sell
-1,539
Closed -$34K – 169
2018
Q3 		$34K Hold
1,539
– – 0.01% 196
2018
Q2 		$34K Hold
1,539
– – 0.01% 187
2018
Q1 		$33K Buy
+1,539
New +$34.3K 0.02% 194

Other funds holding CVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

McAdam LLC's CVY Position: Q4 2018 in Review

McAdam LLC sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2018, closing a stake of 1,539 shares — an estimated $34K sold.

McAdam LLC first reported a position in CVY in Q1 2018 and held it in 3 quarters. The position peaked at $34K in Q3 2018. 64 funds tracked by Wall St. Rank hold CVY as of Q4 2018.

  • McAdam LLC reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 1,539 Invesco Zacks Multi-Asset Income ETF shares in Q4 2018, an estimated $34K.
  • McAdam LLC first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Invesco Zacks Multi-Asset Income ETF position peaked at $34K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.