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

Parallel 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
2017
Q4 		– Sell
-70
Closed -$2K – 2083
2017
Q3 		$2K Hold
70
– – ﹤0.01% 1829
2017
Q2 		$1K Hold
70
– – ﹤0.01% 1973
2017
Q1 		$1K Buy
+70
New +$1.44K ﹤0.01% 1860

Other funds holding CVY

LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Parallel Advisors's CVY Position: Q4 2017 in Review

Parallel Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2017, closing a stake of 70 shares — an estimated $2K sold.

Parallel Advisors first reported a position in CVY in Q1 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 68 funds tracked by Wall St. Rank hold CVY as of Q4 2017.

  • Parallel Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2017 after selling out during the quarter.
  • Parallel Advisors sold 70 Invesco Zacks Multi-Asset Income ETF shares in Q4 2017, an estimated $2K.
  • Parallel Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2017 and held it in 3 quarters.
  • Parallel Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $2K in Q3 2017.
  • 68 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2017.

Based on Parallel Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.