TCI Wealth Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

TCI Wealth Advisors’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	–	Sell	-250	Closed	-$6K	–	1475
2018 Q3	$6K	Hold	250	–	–	﹤0.01%	739
2018 Q2	$5K	Hold	250	–	–	﹤0.01%	766
2018 Q1	$5K	Sell	250 -250	-50%	-$5.57K	﹤0.01%	728
2017 Q4	$11K	Hold	500	–	–	﹤0.01%	601
2017 Q3	$11K	Hold	500	–	–	0.01%	570
2017 Q2	$10K	Sell	500 -750	-60%	-$15.6K	0.01%	590
2017 Q1	$26K	Hold	1,250	–	–	0.01%	405
2016 Q4	$25K	Hold	1,250	–	–	0.01%	445
2016 Q3	$24K	Hold	1,250	–	–	0.01%	411
2016 Q2	$24K	Hold	1,250	–	–	0.01%	407
2016 Q1	$23K	Hold	1,250	–	–	0.01%	413
2015 Q4	$23K	Hold	1,250	–	–	0.01%	412
2015 Q3	$23K	Hold	1,250	–	–	0.01%	379
2015 Q2	$26K	Hold	1,250	–	–	0.01%	356
2015 Q1	$28K	Hold	1,250	–	–	0.02%	311
2014 Q4	$28K	Hold	1,250	–	–	0.02%	309
2014 Q3	$30K	Hold	1,250	–	–	0.02%	282
2014 Q2	$33K	Hold	1,250	–	–	0.02%	285
2014 Q1	$31K	Hold	1,250	–	–	0.02%	279
2013 Q4	$31K	Hold	1,250	–	–	0.02%	298
2013 Q3	$30K	Hold	1,250	–	–	0.02%	247
2013 Q2	$29K	Buy	+1,250	New	+$30K	0.02%	264

Other funds holding CVY

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

WCM

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

ACG

Allen Capital Group Grand Island, Nebraska $1.12B 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 $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

MIAN

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

TCI Wealth Advisors's CVY Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2018, closing a stake of 250 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in CVY in Q2 2013 and held it in 22 quarters. The position peaked at $33K in Q2 2014. 64 funds tracked by Wall St. Rank hold CVY as of Q4 2018.

TCI Wealth Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 250 Invesco Zacks Multi-Asset Income ETF shares in Q4 2018, an estimated $6K.
TCI Wealth Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2013 and held it in 22 quarters.
TCI Wealth Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $33K in Q2 2014.
64 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.