AAS
ASG

Ameritas Advisory Services’s Liberty All-Star Growth Fund ASG Stock Holding History

Ameritas Advisory Services’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,755
Closed -$31.9K – 995
2025
Q3 		$31.9K Hold
5,755
– – ﹤0.01% 1258
2025
Q2 		$31.5K Buy
+5,755
New +$29.1K ﹤0.01% 1530
2023
Q2 		– Sell
-5,755
Closed -$30.4K – 663
2023
Q1 		$30.4K Sell
5,755
-5,755
-50% -$30K ﹤0.01% 1454
2022
Q4 		$56.7K Buy
+11,510
New +$59.5K ﹤0.01% 860

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Ameritas Advisory Services's ASG Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Liberty All-Star Growth Fund (ASG) in Q4 2025, closing a stake of 5,755 shares — an estimated $31.9K sold.

Ameritas Advisory Services first reported a position in ASG in Q4 2022 and held it in 4 quarters. The position peaked at $56.7K in Q4 2022. 83 funds tracked by Wall St. Rank hold ASG as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Liberty All-Star Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 5,755 Liberty All-Star Growth Fund shares in Q4 2025, an estimated $31.9K.
  • Ameritas Advisory Services first reported a position in Liberty All-Star Growth Fund in Q4 2022 and held it in 4 quarters.
  • Ameritas Advisory Services's Liberty All-Star Growth Fund position peaked at $56.7K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.