VCP
CVY icon

Verus Capital Partners’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Verus Capital Partners’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
2020
Q1 		$7K Hold
511
– – ﹤0.01% 1086
2019
Q4 		$12K Buy
+511
New +$11.6K ﹤0.01% 1054

Other funds holding CVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Verus Capital Partners's CVY Position: Q1 2020 in Review

Verus Capital Partners held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q1 2020 at 511 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Verus Capital Partners first reported a position in CVY in Q4 2019 and has held it in 2 quarters since. The position peaked at $12K in Q4 2019. 50 funds tracked by Wall St. Rank hold CVY as of Q1 2020.

  • Verus Capital Partners held 511 shares of Invesco Zacks Multi-Asset Income ETF worth $7K as of Q1 2020.
  • Verus Capital Partners left its Invesco Zacks Multi-Asset Income ETF share count unchanged in Q1 2020.
  • Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1086 holding.
  • Verus Capital Partners first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Invesco Zacks Multi-Asset Income ETF position peaked at $12K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.