Ameritas Advisory Services’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-200	Closed	-$5.16K	–	2285
2025 Q2	$5.16K	Buy	+200	New	+$4.96K	﹤0.01%	2225
2023 Q2	–	Sell	-200	Closed	-$4.3K	–	961
2023 Q1	$4.3K	Buy	+200	New	+$4.42K	﹤0.01%	2196

Other funds holding CVY

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Ameritas Advisory Services's CVY Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2025, closing a stake of 200 shares — an estimated $5.16K sold.

Ameritas Advisory Services first reported a position in CVY in Q1 2023 and held it in 2 quarters. The position peaked at $5.16K in Q2 2025. 41 funds tracked by Wall St. Rank hold CVY as of Q3 2025.

Ameritas Advisory Services reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 200 Invesco Zacks Multi-Asset Income ETF shares in Q3 2025, an estimated $5.16K.
Ameritas Advisory Services first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Invesco Zacks Multi-Asset Income ETF position peaked at $5.16K in Q2 2025.
41 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.