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Sigma Planning Corp’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Sigma Planning Corp’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
2015
Q1 		– Sell
-14,197
Closed -$318K – 757
2014
Q4 		$318K Buy
+14,197
New +$333K 0.04% 480

Other funds holding CVY

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
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
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return

Sigma Planning Corp's CVY Position: Q1 2015 in Review

Sigma Planning Corp sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2015, closing a stake of 14,197 shares — an estimated $318K sold.

Sigma Planning Corp first reported a position in CVY in Q4 2014 and held it in 1 quarter. The position peaked at $318K in Q4 2014. 87 funds tracked by Wall St. Rank hold CVY as of Q1 2015.

  • Sigma Planning Corp reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2015 after selling out during the quarter.
  • Sigma Planning Corp sold 14,197 Invesco Zacks Multi-Asset Income ETF shares in Q1 2015, an estimated $318K.
  • Sigma Planning Corp first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2014 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco Zacks Multi-Asset Income ETF position peaked at $318K in Q4 2014.
  • 87 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2015.

Based on Sigma Planning Corp's 13F filing for Q1 2015, filed 23 Apr 2015.