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Private Advisor Group’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-4,325
Closed -$71K – 1954
2020
Q2 		$71K Buy
+4,325
New +$67.9K ﹤0.01% 1899
2014
Q4 		– Sell
-2,183
Closed -$53K – 1043
2014
Q3 		$53K Buy
+2,183
New +$55.9K ﹤0.01% 1044

Other funds holding CVY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Advisor Group's CVY Position: Q3 2020 in Review

Private Advisor Group sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2020, closing a stake of 4,325 shares — an estimated $71K sold.

Private Advisor Group first reported a position in CVY in Q3 2014 and held it in 2 quarters. The position peaked at $71K in Q2 2020. 38 funds tracked by Wall St. Rank hold CVY as of Q3 2020.

  • Private Advisor Group reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 4,325 Invesco Zacks Multi-Asset Income ETF shares in Q3 2020, an estimated $71K.
  • Private Advisor Group first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2014 and held it in 2 quarters.
  • Private Advisor Group's Invesco Zacks Multi-Asset Income ETF position peaked at $71K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.