Telemus Beacon Investment’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Telemus Beacon Investment’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
2013 Q2	$668K	Buy	+28,838	New	+$692K	0.71%	45

Other funds holding CVY

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

Telemus Beacon Investment's CVY Position: Q2 2013 in Review

Telemus Beacon Investment opened a new position in Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2013: 28,838 shares worth $668K. The stake represents 0.71% of the portfolio and ranks #45 among its holdings.

79 funds tracked by Wall St. Rank hold CVY as of Q2 2013.

Telemus Beacon Investment held 28,838 shares of Invesco Zacks Multi-Asset Income ETF worth $668K as of Q2 2013.
Invesco Zacks Multi-Asset Income ETF was a new Telemus Beacon Investment position in Q2 2013.
Invesco Zacks Multi-Asset Income ETF made up 0.71% of Telemus Beacon Investment's portfolio in Q2 2013, its #45 holding.
79 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2013.

Based on Telemus Beacon Investment's 13F filing for Q2 2013, filed 14 Aug 2013.