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

Spire 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 Q1	–	Sell	-741	Closed	-$18K	–	2592
2021 Q4	$18K	Buy	741 +1	+0.1%	+$24	﹤0.01%	2150
2021 Q3	$18K	Buy	740 +8	+1%	+$192	﹤0.01%	1889
2021 Q2	$18K	Buy	732 +5	+0.7%	+$122	﹤0.01%	1909
2021 Q1	$17K	Buy	+727	New	+$15.9K	﹤0.01%	2208

Other funds holding CVY

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

Spire Wealth Management's CVY Position: Q1 2022 in Review

Spire Wealth Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2022, closing a stake of 741 shares — an estimated $18K sold.

Spire Wealth Management first reported a position in CVY in Q1 2021 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 35 funds tracked by Wall St. Rank hold CVY as of Q1 2022.

Spire Wealth Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 741 Invesco Zacks Multi-Asset Income ETF shares in Q1 2022, an estimated $18K.
Spire Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $18K in Q4 2021.
35 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.