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Wealthcare Advisory Partners’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Wealthcare Advisory 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
2016
Q3 		– Sell
-9,998
Closed -$189K – 88
2016
Q2 		$189K Buy
+9,998
New +$188K 0.13% 31

Other funds holding CVY

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Wealthcare Advisory Partners's CVY Position: Q3 2016 in Review

Wealthcare Advisory Partners sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2016, closing a stake of 9,998 shares — an estimated $189K sold.

Wealthcare Advisory Partners first reported a position in CVY in Q2 2016 and held it in 1 quarter. The position peaked at $189K in Q2 2016. 71 funds tracked by Wall St. Rank hold CVY as of Q3 2016.

  • Wealthcare Advisory Partners reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2016 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 9,998 Invesco Zacks Multi-Asset Income ETF shares in Q3 2016, an estimated $189K.
  • Wealthcare Advisory Partners first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2016 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco Zacks Multi-Asset Income ETF position peaked at $189K in Q2 2016.
  • 71 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2016.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2016, filed 14 Oct 2016.