Raab & Moskowitz Asset Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Raab & Moskowitz Asset 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
2018 Q4	–	Sell	-650	Closed	-$14K	–	224
2018 Q3	$14K	Buy	+650	New	+$14.6K	0.01%	381
2017 Q2	–	Sell	-11,150	Closed	-$230K	–	143
2017 Q1	$230K	Sell	11,150 -1,800	-14%	-$37.1K	0.12%	127
2016 Q4	$261K	Sell	12,950 -5,750	-31%	-$113K	0.14%	127
2016 Q3	$362K	Sell	18,700 -2,850	-13%	-$55.6K	0.2%	107
2016 Q2	$408K	Sell	21,550 -2,700	-11%	-$50.8K	0.23%	93
2016 Q1	$448K	Sell	24,250 -4,500	-16%	-$79K	0.27%	89
2015 Q4	$522K	Sell	28,750 -4,575	-14%	-$87.4K	0.31%	81
2015 Q3	$614K	Buy	33,325 +625	+2%	+$12.6K	0.4%	71
2015 Q2	$686K	Sell	32,700 -75	-0.2%	-$1.67K	0.42%	70
2015 Q1	$723K	Sell	32,775 -300	-0.9%	-$6.7K	0.44%	72
2014 Q4	$740K	Buy	33,075 +2,825	+9%	+$66.3K	0.42%	69
2014 Q3	$736K	Buy	30,250 +11,300	+60%	+$290K	0.36%	87
2014 Q2	$495K	Buy	18,950 +8,850	+88%	+$226K	0.24%	107
2014 Q1	$254K	Buy	+10,100	New	+$250K	0.14%	125

Other funds holding CVY

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

WCM

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 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

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

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

RJA

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Raab & Moskowitz Asset Management's CVY Position: Q4 2018 in Review

Raab & Moskowitz Asset Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2018, closing a stake of 650 shares — an estimated $14K sold.

Raab & Moskowitz Asset Management first reported a position in CVY in Q1 2014 and held it in 14 quarters. The position peaked at $740K in Q4 2014. 64 funds tracked by Wall St. Rank hold CVY as of Q4 2018.

Raab & Moskowitz Asset Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2018 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 650 Invesco Zacks Multi-Asset Income ETF shares in Q4 2018, an estimated $14K.
Raab & Moskowitz Asset Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2014 and held it in 14 quarters.
Raab & Moskowitz Asset Management's Invesco Zacks Multi-Asset Income ETF position peaked at $740K in Q4 2014.
64 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2018.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.