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

Realta 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
2019
Q4 		– Sell
-1,135
Closed -$25K – 1604
2019
Q3 		$25K Hold
1,135
– – 0.01% 851
2019
Q2 		$25K Hold
1,135
– – 0.01% 853
2019
Q1 		$25K Buy
+1,135
New +$24.2K 0.01% 700

Other funds holding CVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's CVY Position: Q4 2019 in Review

Realta Investment Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2019, closing a stake of 1,135 shares — an estimated $25K sold.

Realta Investment Advisors first reported a position in CVY in Q1 2019 and held it in 3 quarters. The position peaked at $25K in Q3 2019. 59 funds tracked by Wall St. Rank hold CVY as of Q4 2019.

  • Realta Investment Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1,135 Invesco Zacks Multi-Asset Income ETF shares in Q4 2019, an estimated $25K.
  • Realta Investment Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $25K in Q3 2019.
  • 59 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.