McIlrath & Eck’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

McIlrath & Eck’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 Q3	–	Sell	-709	Closed	-$15K	–	629
2019 Q2	$15K	Hold	709	–	–	0.01%	246
2019 Q1	$15K	Hold	709	–	–	0.01%	246
2018 Q4	$14K	Hold	709	–	–	0.01%	235
2018 Q3	$16K	Sell	709 -91	-11%	-$2.04K	0.01%	237
2018 Q2	$18K	Buy	+800	New	+$17.6K	0.01%	214
2018 Q1	–	Sell	-800	Closed	-$18K	–	489
2017 Q4	$18K	Buy	+800	New	+$17.5K	0.01%	200

Other funds holding CVY

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

McIlrath & Eck's CVY Position: Q3 2019 in Review

McIlrath & Eck sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2019, closing a stake of 709 shares — an estimated $15K sold.

McIlrath & Eck first reported a position in CVY in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q2 2018. 56 funds tracked by Wall St. Rank hold CVY as of Q3 2019.

McIlrath & Eck reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2019 after selling out during the quarter.
McIlrath & Eck sold 709 Invesco Zacks Multi-Asset Income ETF shares in Q3 2019, an estimated $15K.
McIlrath & Eck first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2017 and held it in 6 quarters.
McIlrath & Eck's Invesco Zacks Multi-Asset Income ETF position peaked at $18K in Q2 2018.
56 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2019.

Based on McIlrath & Eck's 13F filing for Q3 2019, filed 5 Nov 2019.