AAS
PGP

Ameritas Advisory Services’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Ameritas Advisory Services’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,927
Closed -$16.5K – 1786
2025
Q3 		$16.5K Hold
1,927
– – ﹤0.01% 1501
2025
Q2 		$16K Buy
+1,927
New +$15.1K ﹤0.01% 1829
2023
Q2 		– Sell
-2,330
Closed -$17.3K – 1980
2023
Q1 		$17.3K Buy
+2,330
New +$17.7K ﹤0.01% 1709

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameritas Advisory Services's PGP Position: Q4 2025 in Review

Ameritas Advisory Services sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q4 2025, closing a stake of 1,927 shares — an estimated $16.5K sold.

Ameritas Advisory Services first reported a position in PGP in Q1 2023 and held it in 3 quarters. The position peaked at $17.3K in Q1 2023. 29 funds tracked by Wall St. Rank hold PGP as of Q4 2025.

  • Ameritas Advisory Services reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,927 PIMCO Global StockPLUS & Income Fund shares in Q4 2025, an estimated $16.5K.
  • Ameritas Advisory Services first reported a position in PIMCO Global StockPLUS & Income Fund in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's PIMCO Global StockPLUS & Income Fund position peaked at $17.3K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.