SeaCrest Wealth Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-1,200	Closed	-$25K	–	816
2022 Q2	$25K	Buy	+1,200	New	+$27.2K	﹤0.01%	1401
2019 Q2	–	Sell	-1,200	Closed	-$26K	–	798
2019 Q1	$26K	Hold	1,200	–	–	﹤0.01%	1178
2018 Q4	$23K	Hold	1,200	–	–	﹤0.01%	1187
2018 Q3	$27K	Hold	1,200	–	–	﹤0.01%	1251
2018 Q2	$26K	Hold	1,200	–	–	﹤0.01%	1243
2018 Q1	$26K	Hold	1,200	–	–	﹤0.01%	1214
2017 Q4	$27K	Buy	+1,200	New	+$26.3K	﹤0.01%	1211

Other funds holding CVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

SeaCrest Wealth Management's CVY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2022, closing a stake of 1,200 shares — an estimated $25K sold.

SeaCrest Wealth Management first reported a position in CVY in Q4 2017 and held it in 7 quarters. The position peaked at $27K in Q3 2018. 35 funds tracked by Wall St. Rank hold CVY as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,200 Invesco Zacks Multi-Asset Income ETF shares in Q3 2022, an estimated $25K.
SeaCrest Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $27K in Q3 2018.
35 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.