Ameritas Investment Company’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-200	Closed	-$4.65K	–	1013
2021 Q1	$4.65K	Buy	+200	New	+$4.38K	﹤0.01%	1725
2020 Q2	–	Sell	-200	Closed	-$3K	–	559
2020 Q1	$3K	Buy	+200	New	+$4K	﹤0.01%	1487
2019 Q1	–	Sell	-4,021	Closed	-$77K	–	1131
2018 Q4	$77K	Buy	+4,021	New	+$83.7K	0.02%	480

Other funds holding CVY

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

HFA

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Ameritas Investment Company's CVY Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2021, closing a stake of 200 shares — an estimated $4.65K sold.

Ameritas Investment Company first reported a position in CVY in Q4 2018 and held it in 3 quarters. The position peaked at $77K in Q4 2018. 44 funds tracked by Wall St. Rank hold CVY as of Q2 2021.

Ameritas Investment Company reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 200 Invesco Zacks Multi-Asset Income ETF shares in Q2 2021, an estimated $4.65K.
Ameritas Investment Company first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's Invesco Zacks Multi-Asset Income ETF position peaked at $77K in Q4 2018.
44 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.