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Summit Securities Group’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Summit Securities Group’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
Q4 		– Sell
-3
Closed – – 311
2015
Q3 		$0 Buy
+3
New +$61 ﹤0.01% 389

Other funds holding CVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Summit Securities Group's CVY Position: Q4 2015 in Review

Summit Securities Group sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2015, closing a stake of 3 shares.

Summit Securities Group first reported a position in CVY in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 75 funds tracked by Wall St. Rank hold CVY as of Q4 2015.

  • Summit Securities Group reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2015 after selling out during the quarter.
  • Summit Securities Group sold 3 Invesco Zacks Multi-Asset Income ETF shares in Q4 2015.
  • Summit Securities Group first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2015 and held it in 1 quarter.
  • Summit Securities Group's Invesco Zacks Multi-Asset Income ETF position peaked at $0 in Q3 2015.
  • 75 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2015.

Based on Summit Securities Group's 13F filing for Q4 2015, filed 11 Feb 2016.