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UP Strategic Wealth Investment Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

UP Strategic Wealth Investment 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
2024
Q4 		– Sell
-7,668
Closed -$200K – 81
2024
Q3 		$200K Buy
+7,668
New +$197K 0.22% 77

Other funds holding CVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's CVY Position: Q4 2024 in Review

UP Strategic Wealth Investment Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2024, closing a stake of 7,668 shares — an estimated $200K sold.

UP Strategic Wealth Investment Advisors first reported a position in CVY in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 39 funds tracked by Wall St. Rank hold CVY as of Q4 2024.

  • UP Strategic Wealth Investment Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2024 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 7,668 Invesco Zacks Multi-Asset Income ETF shares in Q4 2024, an estimated $200K.
  • UP Strategic Wealth Investment Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2024 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $200K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2024.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.