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Parisi Gray Wealth Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Parisi Gray Wealth Management’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
2021
Q3 		– Sell
-1,000
Closed -$24K – 233
2021
Q2 		$24K Buy
+1,000
New +$24.4K 0.01% 361

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Parisi Gray Wealth Management's CVY Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2021, closing a stake of 1,000 shares — an estimated $24K sold.

Parisi Gray Wealth Management first reported a position in CVY in Q2 2021 and held it in 1 quarter. The position peaked at $24K in Q2 2021. 40 funds tracked by Wall St. Rank hold CVY as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 1,000 Invesco Zacks Multi-Asset Income ETF shares in Q3 2021, an estimated $24K.
  • Parisi Gray Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $24K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.