SWS Partners’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

SWS Partners’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
2018 Q4	$1.83M	Sell	95,076 -3,201	-3%	-$66.6K	1.38%	22
2018 Q3	$2.18M	Buy	98,277 +1,620	+2%	+$36.3K	1.38%	32
2018 Q2	$2.12M	Sell	96,657 -1,910	-2%	-$42K	1.49%	16
2018 Q1	$2.09M	Sell	98,567 -4,498	-4%	-$100K	1.54%	13
2017 Q4	$2.31M	Buy	+103,065	New	+$2.26M	1.74%	10

Other funds holding CVY

Bank of America

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

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

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.11B AUM 13.85% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return