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Ameritas Advisory Services’s Fidus Investment FDUS Stock Holding History

Ameritas Advisory Services’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$4.04K – 2389
2025
Q2 		$4.04K Buy
+200
New +$3.9K ﹤0.01% 2292
2023
Q2 		– Sell
-200
Closed -$3.73K – 1207
2023
Q1 		$3.73K Buy
+200
New +$3.99K ﹤0.01% 2240

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Raymond James Financial
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

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

Ameritas Advisory Services sold out of Fidus Investment (FDUS) in Q3 2025, closing a stake of 200 shares — an estimated $4.04K sold.

Ameritas Advisory Services first reported a position in FDUS in Q1 2023 and held it in 2 quarters. The position peaked at $4.04K in Q2 2025. 130 funds tracked by Wall St. Rank hold FDUS as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Fidus Investment position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 200 Fidus Investment shares in Q3 2025, an estimated $4.04K.
  • Ameritas Advisory Services first reported a position in Fidus Investment in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Fidus Investment position peaked at $4.04K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2025.

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