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

Ameritas Investment Partners’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
2026 Q1	$6.77K	Hold	250	–	–	﹤0.01%	2941
2025 Q4	$6.7K	Hold	250	–	–	﹤0.01%	2992
2025 Q3	$6.7K	Sell	250 -55	-18%	-$1.46K	﹤0.01%	3020
2025 Q2	$7.86K	Hold	305	–	–	﹤0.01%	3038
2025 Q1	$7.74K	Hold	305	–	–	﹤0.01%	2891
2024 Q4	$7.67K	Hold	305	–	–	﹤0.01%	2969
2024 Q3	$7.97K	Hold	305	–	–	﹤0.01%	2976
2024 Q2	$7.65K	Hold	305	–	–	﹤0.01%	2989
2024 Q1	$7.85K	Hold	305	–	–	﹤0.01%	2878
2023 Q4	$7.25K	Sell	305 -25	-8%	-$557	﹤0.01%	2918
2023 Q3	$7.24K	Sell	330 -50	-13%	-$1.11K	﹤0.01%	2921
2023 Q2	$8.14K	Sell	380 -60	-14%	-$1.27K	﹤0.01%	2961
2023 Q1	$9.28K	Sell	440 -60	-12%	-$1.33K	﹤0.01%	2751
2022 Q4	$10.6K	Buy	500 +250	+100%	+$5.37K	﹤0.01%	2794
2022 Q3	$4K	Buy	250 +10	+4%	+$217	﹤0.01%	2939
2022 Q2	$4K	Sell	240 -50	-17%	-$1.13K	﹤0.01%	2972
2022 Q1	$6K	Sell	290 -30	-9%	-$732	﹤0.01%	2925
2021 Q4	$7K	Sell	320 -125	-28%	-$3.04K	﹤0.01%	2982
2021 Q3	$10K	Hold	445	–	–	﹤0.01%	2931
2021 Q2	$10K	Hold	445	–	–	﹤0.01%	2926
2021 Q1	$10K	Hold	445	–	–	﹤0.01%	2857
2020 Q4	$8K	Hold	445	–	–	﹤0.01%	2876
2020 Q3	$7K	Hold	445	–	–	﹤0.01%	2864
2020 Q2	$7K	Hold	445	–	–	﹤0.01%	2866
2020 Q1	$6K	Hold	445	–	–	﹤0.01%	2742
2019 Q4	$10K	Sell	445 -95	-18%	-$2.16K	﹤0.01%	2736
2019 Q3	$12K	Hold	540	–	–	﹤0.01%	2650
2019 Q2	$11K	Hold	540	–	–	﹤0.01%	2758
2019 Q1	$11K	Hold	540	–	–	﹤0.01%	2661
2018 Q4	$10K	Sell	540 -140	-21%	-$2.91K	﹤0.01%	2656
2018 Q3	$15K	Hold	680	–	–	﹤0.01%	2643
2018 Q2	$14K	Buy	+680	New	+$15K	﹤0.01%	2689
2018 Q1	–	Sell	-680	Closed	-$5K	–	2954
2017 Q4	$5K	Hold	680	–	–	﹤0.01%	2861
2017 Q3	$14K	Hold	680	–	–	﹤0.01%	2600
2017 Q2	$14K	Hold	680	–	–	﹤0.01%	2653
2017 Q1	$14K	Hold	680	–	–	﹤0.01%	2572
2016 Q4	$13K	Buy	680 +420	+162%	+$8.26K	﹤0.01%	1195
2016 Q3	$5K	Hold	260	–	–	﹤0.01%	1209
2016 Q2	$4K	Hold	260	–	–	﹤0.01%	1150
2016 Q1	$4K	Hold	260	–	–	﹤0.01%	1160
2015 Q4	$4K	Hold	260	–	–	﹤0.01%	1160
2015 Q3	$4K	Hold	260	–	–	﹤0.01%	1103
2015 Q2	$5K	Hold	260	–	–	﹤0.01%	1153
2015 Q1	$5K	Sell	260 -890	-77%	-$19.9K	﹤0.01%	1192
2014 Q4	$25K	Buy	+1,150	New	+$27K	﹤0.01%	1103

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

TNBTD

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

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

Ameritas Investment Partners's CVY Position: Q1 2026 in Review

Ameritas Investment Partners held its Invesco Zacks Multi-Asset Income ETF (CVY) position steady in Q1 2026 at 250 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

Ameritas Investment Partners first reported a position in CVY in Q4 2014 and has held it in 45 quarters since. The position peaked at $25K in Q4 2014. 43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

Ameritas Investment Partners held 250 shares of Invesco Zacks Multi-Asset Income ETF worth $6.77K as of Q1 2026.
Ameritas Investment Partners left its Invesco Zacks Multi-Asset Income ETF share count unchanged in Q1 2026.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2941 holding.
Ameritas Investment Partners first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2014 and has held it in 45 quarters since.
Ameritas Investment Partners's Invesco Zacks Multi-Asset Income ETF position peaked at $25K in Q4 2014.
43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.