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United Capital Financial Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

United Capital Financial 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
Q1 		– Sell
-9,788
Closed -$219K – 1314
2017
Q4 		$219K Sell
9,788
-23,224
-70% -$508K ﹤0.01% 1213
2017
Q3 		$716K Sell
33,012
-184,488
-85% -$3.91M 0.01% 864
2017
Q2 		$4.56M Sell
217,500
-650,048
-75% -$13.5M 0.04% 399
2017
Q1 		$17.9M Buy
867,548
+10,197
+1% +$210K 0.17% 138
2016
Q4 		$17.3M Buy
857,351
+29,468
+4% +$580K 0.17% 130
2016
Q3 		$16.1M Buy
827,883
+19,730
+2% +$385K 0.16% 153
2016
Q2 		$15.4M Sell
808,153
-6,933
-0.9% -$130K 0.16% 149
2016
Q1 		$15.1M Buy
815,086
+30,287
+4% +$532K 0.17% 129
2015
Q4 		$14.3M Sell
784,799
-8,887
-1% -$170K 0.16% 135
2015
Q3 		$14.6M Buy
793,686
+5,164
+0.7% +$104K 0.18% 121
2015
Q2 		$16.6M Sell
788,522
-11,537
-1% -$257K 0.19% 122
2015
Q1 		$18.1M Buy
+800,059
New +$17.9M 0.22% 111

Other funds holding CVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

United Capital Financial Advisors's CVY Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2018, closing a stake of 9,788 shares — an estimated $219K sold.

United Capital Financial Advisors first reported a position in CVY in Q1 2015 and held it in 12 quarters. The position peaked at $18.1M in Q1 2015. 57 funds tracked by Wall St. Rank hold CVY as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,788 Invesco Zacks Multi-Asset Income ETF shares in Q1 2018, an estimated $219K.
  • United Capital Financial Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2015 and held it in 12 quarters.
  • United Capital Financial Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $18.1M in Q1 2015.
  • 57 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.