Pinnacle Bancorp’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Pinnacle Bancorp’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 Q1	$21K	Buy	+1,000	New	+$20.6K	0.01%	410

Other funds holding CVY

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return

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

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

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

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Pinnacle Bancorp's CVY Position: Q1 2017 in Review

Pinnacle Bancorp opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2017: 1,000 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #410 among its holdings.

65 funds tracked by Wall St. Rank hold CVY as of Q1 2017.

Pinnacle Bancorp held 1,000 shares of Invesco Zacks Multi-Asset Income ETF worth $21K as of Q1 2017.
Invesco Zacks Multi-Asset Income ETF was a new Pinnacle Bancorp position in Q1 2017.
Invesco Zacks Multi-Asset Income ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q1 2017, its #410 holding.
65 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2017.

Based on Pinnacle Bancorp's 13F filing for Q1 2017, filed 17 Apr 2017.