WA
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WESPAC Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

WESPAC Advisors’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
2013
Q3 		– Sell
-23,487
Closed -$544K – 114
2013
Q2 		$544K Buy
+23,487
New +$564K 0.83% 50

Other funds holding CVY

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WESPAC Advisors's CVY Position: Q3 2013 in Review

WESPAC Advisors sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2013, closing a stake of 23,487 shares — an estimated $544K sold.

WESPAC Advisors first reported a position in CVY in Q2 2013 and held it in 1 quarter. The position peaked at $544K in Q2 2013. 80 funds tracked by Wall St. Rank hold CVY as of Q3 2013.

  • WESPAC Advisors reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2013 after selling out during the quarter.
  • WESPAC Advisors sold 23,487 Invesco Zacks Multi-Asset Income ETF shares in Q3 2013, an estimated $544K.
  • WESPAC Advisors first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2013 and held it in 1 quarter.
  • WESPAC Advisors's Invesco Zacks Multi-Asset Income ETF position peaked at $544K in Q2 2013.
  • 80 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2013.

Based on WESPAC Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.