Ameritas Advisory Services, LLC Reduced Holdings in Q2 2025

Ameritas Advisory Services, LLC

  • $1.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LIT
Global X Fds Global X Lithium

ETFs
-4.39K
- 13.34%
$31.82 - $39.24 $140K - $172K
28.5K $1.1M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-7.75K
- 25.84%
$22.06 - $22.48 $171K - $174K
22.2K $494K
VIS
Vanguard Industrial ETF

ETFs
-1.39K
- 21.11%
$220.04 - $280.07 $306K - $389K
5.2K $1.45M
TROW
Price T Rowe Group Inc

Financial Services
-1.91K
- 90.65%
$80.27 - $98.06 $153K - $187K
197 $19K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6.35K
- 33.98%
$26.18 - $26.93 $166K - $171K
12.3K $329K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-7.2K
- 54.75%
$23.13 - $24.23 $167K - $174K
5.95K $144K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-47
- 55.95%
$4164.15 - $5789.24 $196K - $272K
37 $214K
IXN
Ishares Global Information Tec

ETFs
-2.7K
- 57.96%
$65.81 - $92.34 $178K - $249K
1.96K $180K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-5.7K
- 22.13%
$38.29 - $44.77 $218K - $255K
20.1K $898K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.1K
- 30.5%
$216.28 - $284.39 $239K - $314K
2.51K $714K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.78K
- 49.16%
$24.38 - $30.18 $165K - $205K
7.01K $211K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.04K
- 17.8%
$101.91 - $134.83 $106K - $141K
4.82K $605K
PUI
Invesco Exchange Traded Fd Tr

ETFs
-4.12K
- 54.26%
$37.97 - $42.42 $157K - $175K
3.48K $145K
ETN
Eaton Corp PLC

Industrials
-2.01K
- 30.95%
$246.52 - $356.99 $496K - $718K
4.49K $1.6M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-4.64K
- 27.26%
$38.96 - $44.84 $181K - $208K
12.4K $554K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-16.6K
- 16.63%
$10.59 - $11.48 $176K - $191K
83.4K $957K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-23.3K
- 32.47%
$7.19 - $8.75 $168K - $204K
48.5K $424K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-4.16K
- 33.57%
$37.32 - $42.19 $155K - $175K
8.23K $347K
GTLS
Chart Industries Inc

Industrials
-1.1K
- 99.46%
$115.08 - $175.5 $127K - $193K
6 $0
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-14.3K
- 27.73%
$12.25 - $15.47 $175K - $221K
37.3K $576K
EOG
Eog Resources Inc

Energy
-958
- 19.1%
$104.61 - $129.97 $100K - $125K
4.06K $485K
BHP
Bhp Group LTD

Basic Materials
-3.22K
- 67.66%
$40.22 - $50.88 $130K - $164K
1.54K $74K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-12.4K
- 38.5%
$12.03 - $14.44 $150K - $179K
19.9K $286K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-5.07K
- 67.78%
$28.75 - $33.88 $146K - $172K
2.41K $81K
PPL
Ppl Corp

Utilities
-3.93K
- 42.24%
$33.45 - $36.5 $131K - $143K
5.37K $182K
SBSI
Southside Bancshares Inc

Financial Services
-5.29K
- 55.53%
$26.49 - $29.9 $140K - $158K
4.24K $124K
T
At&T Inc.

Communication Services
-7.58K
- 7.45%
$26.33 - $28.94 $200K - $219K
94.2K $2.73M
VLO
Valero Energy Corp

Energy
-1.18K
- 37.8%
$104.69 - $141.77 $124K - $167K
1.94K $261K
ARKW
Ark Next Generation Internet E

ETFs
-6.45K
- 42.49%
$82.77 - $147.9 $534K - $955K
8.74K $1.29M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.94K
- 39.25%
$54.19 - $67.22 $159K - $197K
4.54K $305K
D
Dominion Energy, Inc

Utilities
-2.67K
- 34.52%
$49.66 - $58.0 $132K - $155K
5.06K $285K
KMI
Kinder Morgan, Inc.

Energy
-5.99K
- 17.22%
$25.21 - $29.4 $151K - $176K
28.8K $846K
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.52K
- 26.18%
$104.34 - $138.68 $263K - $349K
7.11K $985K
BIBL
Northern Lts Fd Tr Iv

ETFs
-3.84K
- 72.95%
$33.5 - $41.33 $129K - $159K
1.42K $58K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.55K
- 23.7%
$83.54 - $100.04 $130K - $155K
5K $497K
WMB
Williams Companies, Inc.

Energy
-2.64K
- 33.97%
$54.33 - $62.87 $143K - $166K
5.13K $322K
HPQ
Hp Inc

Technology
-4.46K
- 44.84%
$21.88 - $29.32 $97.5K - $131K
5.48K $134K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.72K
- 48.3%
$29.12 - $35.84 $138K - $169K
5.06K $181K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.45K
- 62.66%
$53.65 - $67.02 $132K - $164K
1.46K $97K
WELL
Welltower Inc.

Real Estate
-916
- 13.82%
$136.49 - $155.22 $125K - $142K
5.71K $877K
ICF
Ishares Tr

ETFs
-2.22K
- 46.87%
$54.56 - $62.47 $121K - $138K
2.51K $153K
MCO
Moodys Corp

Financial Services
-306
- 63.88%
$396.7 - $501.59 $121K - $153K
173 $86K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-953
- 24.54%
$149.76 - $186.42 $143K - $178K
2.93K $546K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-10.5K
- 81.29%
$10.49 - $12.99 $110K - $137K
2.42K $30K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.62K
- 35.4%
$35.35 - $42.68 $128K - $155K
6.61K $281K
FTQI
First Trust ETF Vi First Trust

ETFs
-17.4K
- 6.01%
$16.83 - $19.58 $293K - $341K
273K $5.33M
USA
Liberty All Star Equity Fund

Financial Services
-20.7K
- 70.76%
$5.9 - $6.81 $122K - $141K
8.56K $58K
IXC
Ishares Tr Global Energy ETF

ETFs
-3K
- 55.15%
$34.69 - $42.32 $104K - $127K
2.44K $95K
GIS
General Mills Inc

Consumer Defensive
-75
- 0.47%
$50.37 - $60.97 $3.78K - $4.57K
15.9K $823K
Activity Summary
Buys All Purchases 2132 New Holdings 1999 Increased Positions 133 Sells All Sells 699 Reductions 697 Sold out 2 Options Calls 0 Puts 0
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