NewEdge Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

NewEdge Advisors’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 Q4	–	Sell	-323	Closed	-$7.08K	–	3770
2023 Q3	$7.08K	Buy	+323	New	+$7.2K	﹤0.01%	2695
2023 Q1	–	Sell	-627	Closed	-$13.3K	–	3567
2022 Q4	$13.3K	Buy	+627	New	+$13.5K	﹤0.01%	2276

Other funds holding CVY

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

NewEdge Advisors's CVY Position: Q4 2023 in Review

NewEdge Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2023, closing a stake of 323 shares — an estimated $7.08K sold.

NewEdge Advisors first reported a position in CVY in Q4 2022 and held it in 2 quarters. The position peaked at $13.3K in Q4 2022. 43 funds tracked by Wall St. Rank hold CVY as of Q4 2023.

NewEdge Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 323 Invesco Zacks Multi-Asset Income ETF shares in Q4 2023, an estimated $7.08K.
NewEdge Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2022 and held it in 2 quarters.
NewEdge Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $13.3K in Q4 2022.
43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.