MGO One Seven’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

MGO One Seven’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 Q1	–	Sell	-80	Closed	-$1K	–	659
2018 Q4	$1K	Buy	+80	New	+$1.67K	﹤0.01%	1662
2018 Q1	$2K	Hold	80	–	–	﹤0.01%	1527
2017 Q4	$2K	Buy	+80	New	+$1.75K	﹤0.01%	1501

Other funds holding CVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

MGO One Seven's CVY Position: Q1 2019 in Review

MGO One Seven sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2019, closing a stake of 80 shares — an estimated $1K sold.

MGO One Seven first reported a position in CVY in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2018. 65 funds tracked by Wall St. Rank hold CVY as of Q1 2019.

MGO One Seven reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 80 Invesco Zacks Multi-Asset Income ETF shares in Q1 2019, an estimated $1K.
MGO One Seven first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2017 and held it in 3 quarters.
MGO One Seven's Invesco Zacks Multi-Asset Income ETF position peaked at $2K in Q1 2018.
65 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.