Ameritas Advisory Services’s Gabelli Equity Trust GAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,856	Closed	-$57.4K	–	2423
2025 Q2	$57.4K	Sell	9,856 -14,858	-60%	-$82.8K	﹤0.01%	1243
2025 Q1	$136K	Hold	24,714	–	–	0.01%	840
2024 Q4	$133K	Hold	24,714	–	–	﹤0.01%	855
2024 Q3	$136K	Hold	24,714	–	–	0.01%	823
2024 Q2	$129K	Hold	24,714	–	–	﹤0.01%	871
2024 Q1	$136K	Buy	+24,714	New	+$131K	0.01%	842
2023 Q4	–	Sell	-44,854	Closed	-$227K	–	756
2023 Q3	$227K	Buy	44,854 +24,718	+123%	+$136K	0.01%	713
2023 Q2	$114K	Sell	20,136 -24,711	-55%	-$138K	0.01%	532
2023 Q1	$256K	Buy	44,847 +133	+0.3%	+$761	0.01%	684
2022 Q4	$245K	Hold	44,714	–	–	0.01%	767
2022 Q3	$246K	Hold	44,714	–	–	0.01%	646
2022 Q2	$273K	Sell	44,714 -6,280	-12%	-$41.8K	0.02%	648
2022 Q1	$353K	Hold	50,994	–	–	0.01%	606
2021 Q4	$367K	Buy	+50,994	New	+$358K	0.01%	590

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameritas Advisory Services sold out of Gabelli Equity Trust (GAB) in Q3 2025, closing a stake of 9,856 shares — an estimated $57.4K sold.

Ameritas Advisory Services first reported a position in GAB in Q4 2021 and held it in 14 quarters. The position peaked at $367K in Q4 2021. 182 funds tracked by Wall St. Rank hold GAB as of Q3 2025.

Ameritas Advisory Services reported no remaining Gabelli Equity Trust position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 9,856 Gabelli Equity Trust shares in Q3 2025, an estimated $57.4K.
Ameritas Advisory Services first reported a position in Gabelli Equity Trust in Q4 2021 and held it in 14 quarters.
Ameritas Advisory Services's Gabelli Equity Trust position peaked at $367K in Q4 2021.
182 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2025.

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