Patriot Financial Group Insurance Agency’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q1	–	Sell	-80	Closed	-$2K	–	1587
2019 Q4	$2K	Hold	80	–	–	﹤0.01%	1101
2019 Q3	$2K	Buy	80 +1	+1%	+$22	﹤0.01%	1071
2019 Q2	$2K	Buy	79 +1	+1%	+$22	﹤0.01%	1092
2019 Q1	$2K	Hold	78	–	–	﹤0.01%	995
2018 Q4	$1K	Buy	78 +1	+1%	+$21	﹤0.01%	883
2018 Q3	$2K	Buy	+77	New	+$1.73K	﹤0.01%	843

Other funds holding CVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CVY Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2020, closing a stake of 80 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in CVY in Q3 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 50 funds tracked by Wall St. Rank hold CVY as of Q1 2020.

Patriot Financial Group Insurance Agency reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 80 Invesco Zacks Multi-Asset Income ETF shares in Q1 2020, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2018 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Invesco Zacks Multi-Asset Income ETF position peaked at $2K in Q4 2019.
50 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.