Ameritas Advisory Services’s Hess Midstream HESM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,300	Closed	-$50.1K	–	2467
2025 Q2	$50.1K	Buy	+1,300	New	+$49.5K	﹤0.01%	1309
2023 Q2	–	Sell	-1,300	Closed	-$37.1K	–	1412
2023 Q1	$37.1K	Buy	+1,300	New	+$37.9K	﹤0.01%	1378

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameritas Advisory Services sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 1,300 shares — an estimated $50.1K sold.

Ameritas Advisory Services first reported a position in HESM in Q1 2023 and held it in 2 quarters. The position peaked at $50.1K in Q2 2025. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

Ameritas Advisory Services reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,300 Hess Midstream shares in Q3 2025, an estimated $50.1K.
Ameritas Advisory Services first reported a position in Hess Midstream in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Hess Midstream position peaked at $50.1K in Q2 2025.
267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

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