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RE Dickinson Investment Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

RE Dickinson Investment Advisors’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
2022
Q1 		– Sell
-99
Closed -$2K – 286
2021
Q4 		$2K Buy
+99
New +$2.41K ﹤0.01% 256

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RE Dickinson Investment Advisors's CVY Position: Q1 2022 in Review

RE Dickinson Investment Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2022, closing a stake of 99 shares — an estimated $2K sold.

RE Dickinson Investment Advisors first reported a position in CVY in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 35 funds tracked by Wall St. Rank hold CVY as of Q1 2022.

  • RE Dickinson Investment Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 99 Invesco Zacks Multi-Asset Income ETF shares in Q1 2022, an estimated $2K.
  • RE Dickinson Investment Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2021 and held it in 1 quarter.
  • RE Dickinson Investment Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $2K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.