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Wealthcare Capital Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-2,706
Closed -$60K – 493
2015
Q1 		$60K Buy
+2,706
New +$60.4K 0.01% 211

Other funds holding CVY

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Capital Management's CVY Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2015, closing a stake of 2,706 shares — an estimated $60K sold.

Wealthcare Capital Management first reported a position in CVY in Q1 2015 and held it in 1 quarter. The position peaked at $60K in Q1 2015. 82 funds tracked by Wall St. Rank hold CVY as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 2,706 Invesco Zacks Multi-Asset Income ETF shares in Q2 2015, an estimated $60K.
  • Wealthcare Capital Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Invesco Zacks Multi-Asset Income ETF position peaked at $60K in Q1 2015.
  • 82 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.