VWM
CVY icon

Vector Wealth Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Vector Wealth Management’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
Q4 		– Sell
-25,747
Closed -$610K – 59
2013
Q3 		$610K Buy
+25,747
New +$612K 0.45% 24

Other funds holding CVY

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vector Wealth Management's CVY Position: Q4 2013 in Review

Vector Wealth Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2013, closing a stake of 25,747 shares — an estimated $610K sold.

Vector Wealth Management first reported a position in CVY in Q3 2013 and held it in 1 quarter. The position peaked at $610K in Q3 2013. 88 funds tracked by Wall St. Rank hold CVY as of Q4 2013.

  • Vector Wealth Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2013 after selling out during the quarter.
  • Vector Wealth Management sold 25,747 Invesco Zacks Multi-Asset Income ETF shares in Q4 2013, an estimated $610K.
  • Vector Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q3 2013 and held it in 1 quarter.
  • Vector Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $610K in Q3 2013.
  • 88 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2013.

Based on Vector Wealth Management's 13F filing for Q4 2013, filed 19 Jan 2017.