Truist Financial’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Truist Financial’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
2021 Q3	–	Sell	-8,900	Closed	-$218K	–	2725
2021 Q2	$218K	Hold	8,900	–	–	﹤0.01%	2555
2021 Q1	$207K	Buy	+8,900	New	+$195K	﹤0.01%	2480
2020 Q1	–	Sell	-8,900	Closed	-$209K	–	2409
2019 Q4	$209K	Buy	+8,900	New	+$202K	﹤0.01%	2331

Other funds holding CVY

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

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Truist Financial's CVY Position: Q3 2021 in Review

Truist Financial sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2021, closing a stake of 8,900 shares — an estimated $218K sold.

Truist Financial first reported a position in CVY in Q4 2019 and held it in 3 quarters. The position peaked at $218K in Q2 2021. 40 funds tracked by Wall St. Rank hold CVY as of Q3 2021.

Truist Financial reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2021 after selling out during the quarter.
Truist Financial sold 8,900 Invesco Zacks Multi-Asset Income ETF shares in Q3 2021, an estimated $218K.
Truist Financial first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2019 and held it in 3 quarters.
Truist Financial's Invesco Zacks Multi-Asset Income ETF position peaked at $218K in Q2 2021.
40 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.