Weaver Consulting Group’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Weaver Consulting Group’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
2019 Q2	–	Sell	-117	Closed	-$3K	–	820
2019 Q1	$3K	Buy	+117	New	+$2.5K	﹤0.01%	1220

Other funds holding CVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weaver Consulting Group's CVY Position: Q2 2019 in Review

Weaver Consulting Group sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2019, closing a stake of 117 shares — an estimated $3K sold.

Weaver Consulting Group first reported a position in CVY in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 63 funds tracked by Wall St. Rank hold CVY as of Q2 2019.

Weaver Consulting Group reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2019 after selling out during the quarter.
Weaver Consulting Group sold 117 Invesco Zacks Multi-Asset Income ETF shares in Q2 2019, an estimated $3K.
Weaver Consulting Group first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2019 and held it in 1 quarter.
Weaver Consulting Group's Invesco Zacks Multi-Asset Income ETF position peaked at $3K in Q1 2019.
63 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2019.

Based on Weaver Consulting Group's 13F filing for Q2 2019, filed 5 Aug 2019.