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Money Concepts Capital’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-450
Closed -$9.52K – 987
2022
Q4 		$9.52K Buy
+450
New +$9.67K ﹤0.01% 2033
2022
Q2 		– Sell
-450
Closed -$11K – 1671
2022
Q1 		$11K Buy
+450
New +$11K ﹤0.01% 1876

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's CVY Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2023, closing a stake of 450 shares — an estimated $9.52K sold.

Money Concepts Capital first reported a position in CVY in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 35 funds tracked by Wall St. Rank hold CVY as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 450 Invesco Zacks Multi-Asset Income ETF shares in Q1 2023, an estimated $9.52K.
  • Money Concepts Capital first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco Zacks Multi-Asset Income ETF position peaked at $11K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.