Zions Bancorporation’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Zions Bancorporation’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 Q3	–	Sell	-1,037	Closed	-$22K	–	1061
2017 Q2	$22K	Hold	1,037	–	–	﹤0.01%	275
2017 Q1	$21K	Hold	1,037	–	–	﹤0.01%	273
2016 Q4	$21K	Buy	+1,037	New	+$20.4K	﹤0.01%	367

Other funds holding CVY

Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

RJA

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Zions Bancorporation's CVY Position: Q3 2017 in Review

Zions Bancorporation sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2017, closing a stake of 1,037 shares — an estimated $22K sold.

Zions Bancorporation first reported a position in CVY in Q4 2016 and held it in 3 quarters. The position peaked at $22K in Q2 2017. 65 funds tracked by Wall St. Rank hold CVY as of Q3 2017.

Zions Bancorporation reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2017 after selling out during the quarter.
Zions Bancorporation sold 1,037 Invesco Zacks Multi-Asset Income ETF shares in Q3 2017, an estimated $22K.
Zions Bancorporation first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2016 and held it in 3 quarters.
Zions Bancorporation's Invesco Zacks Multi-Asset Income ETF position peaked at $22K in Q2 2017.
65 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2017.

Based on Zions Bancorporation's 13F filing for Q3 2017, filed 14 Nov 2017.