Ameritas Advisory Services’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000	Closed	-$502	–	2209
2025 Q2	$502	Buy	+1,000	New	+$588	﹤0.01%	2695
2023 Q2	–	Sell	-4,300	Closed	-$32.9K	–	788
2023 Q1	$32.9K	Buy	+4,300	New	+$45.9K	﹤0.01%	1425

Other funds holding BPT

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

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

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Ameritas Advisory Services's BPT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2025, closing a stake of 1,000 shares — an estimated $502 sold.

Ameritas Advisory Services first reported a position in BPT in Q1 2023 and held it in 2 quarters. The position peaked at $32.9K in Q1 2023. 11 funds tracked by Wall St. Rank hold BPT as of Q3 2025.

Ameritas Advisory Services reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,000 BP Prudhoe Bay Royalty Trust shares in Q3 2025, an estimated $502.
Ameritas Advisory Services first reported a position in BP Prudhoe Bay Royalty Trust in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's BP Prudhoe Bay Royalty Trust position peaked at $32.9K in Q1 2023.
11 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.