NEXT Financial Holdings’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

NEXT Financial Holdings’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	$172K	Buy	+7,963	New	+$170K	0.04%	404

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

NEXT Financial Holdings's CVY Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2019: 7,963 shares worth $172K. The stake represents 0.04% of the portfolio and ranks #404 among its holdings.

65 funds tracked by Wall St. Rank hold CVY as of Q1 2019.

NEXT Financial Holdings held 7,963 shares of Invesco Zacks Multi-Asset Income ETF worth $172K as of Q1 2019.
Invesco Zacks Multi-Asset Income ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco Zacks Multi-Asset Income ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #404 holding.
65 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.