TRCT
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Tower Research Capital (TRC)’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Tower Research Capital (TRC)’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
2017
Q2 		– Sell
-571
Closed -$12K – 2826
2017
Q1 		$12K Buy
+571
New +$11.8K ﹤0.01% 1633

Other funds holding CVY

LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Tower Research Capital (TRC)'s CVY Position: Q2 2017 in Review

Tower Research Capital (TRC) sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2017, closing a stake of 571 shares — an estimated $12K sold.

Tower Research Capital (TRC) first reported a position in CVY in Q1 2017 and held it in 1 quarter. The position peaked at $12K in Q1 2017. 64 funds tracked by Wall St. Rank hold CVY as of Q2 2017.

  • Tower Research Capital (TRC) reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2017 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 571 Invesco Zacks Multi-Asset Income ETF shares in Q2 2017, an estimated $12K.
  • Tower Research Capital (TRC) first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2017 and held it in 1 quarter.
  • Tower Research Capital (TRC)'s Invesco Zacks Multi-Asset Income ETF position peaked at $12K in Q1 2017.
  • 64 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2017.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2017, filed 15 Aug 2017.