Sargent Bickham Lagudis’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Sargent Bickham Lagudis’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 Q2	–	Sell	-1,880	Closed	-$39K	–	774
2017 Q1	$39K	Buy	+1,880	New	+$38.8K	0.01%	396
2016 Q2	–	Sell	-1,880	Closed	-$35K	–	724
2016 Q1	$35K	Buy	+1,880	New	+$33K	0.01%	411

Other funds holding CVY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Sargent Bickham Lagudis's CVY Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2017, closing a stake of 1,880 shares — an estimated $39K sold.

Sargent Bickham Lagudis first reported a position in CVY in Q1 2016 and held it in 2 quarters. The position peaked at $39K in Q1 2017. 64 funds tracked by Wall St. Rank hold CVY as of Q2 2017.

Sargent Bickham Lagudis reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2017 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,880 Invesco Zacks Multi-Asset Income ETF shares in Q2 2017, an estimated $39K.
Sargent Bickham Lagudis first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2016 and held it in 2 quarters.
Sargent Bickham Lagudis's Invesco Zacks Multi-Asset Income ETF position peaked at $39K in Q1 2017.
64 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.