Ameritas Advisory Services’s AvePoint AVPT Stock Holding History

Ameritas Advisory Services’s Portfolio AVPT Stock Details AVPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7	Closed	-$67	–	1954
2026 Q1	$67	Buy	+7	New	+$79	﹤0.01%	1061
2025 Q3	–	Sell	-360	Closed	-$6.95K	–	2164
2025 Q2	$6.95K	Buy	+360	New	+$6.24K	﹤0.01%	2145

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Ameritas Advisory Services's AVPT Position: Q2 2026 in Review

Ameritas Advisory Services sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 7 shares — an estimated $67 sold.

Ameritas Advisory Services first reported a position in AVPT in Q2 2025 and held it in 2 quarters. The position peaked at $6.95K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Ameritas Advisory Services reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 7 AvePoint shares in Q2 2026, an estimated $67.
Ameritas Advisory Services first reported a position in AvePoint in Q2 2025 and held it in 2 quarters.
Ameritas Advisory Services's AvePoint position peaked at $6.95K in Q2 2025.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.