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

WealthPLAN 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
2017
Q2 		– Sell
-350
Closed -$7.17K – 232
2017
Q1 		$7.17K Buy
+350
New +$7.21K 0.02% 310
2016
Q3 		$6.71K Sell
350
-952
-73% -$18.6K ﹤0.01% 659
2016
Q2 		$6.65K Buy
+1,302
New +$24.5K ﹤0.01% 1883
2015
Q4 		$6.4K Buy
+2,254
New +$43.1K ﹤0.01% 1280
2015
Q2 		$100K Sell
4,752
-723
-13% -$16.1K 0.04% 122
2015
Q1 		$120K Buy
+5,475
New +$122K 0.06% 157

Other funds holding CVY

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 $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return