Ameritas Advisory Services’s Sunoco SUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,104	Closed	-$105K	–	1962
2025 Q3	$105K	Sell	2,104 -3,083	-59%	-$160K	0.01%	820
2025 Q2	$278K	Buy	5,187 +193	+4%	+$10.7K	0.01%	646
2025 Q1	$276K	Buy	4,994 +54	+1%	+$3.06K	0.01%	723
2024 Q4	$254K	Buy	4,940 +282	+6%	+$14.9K	0.01%	762
2024 Q3	$250K	Buy	4,658 +491	+12%	+$26.6K	0.01%	733
2024 Q2	$236K	Buy	+4,167	New	+$227K	0.01%	809
2024 Q1	–	Sell	-4,133	Closed	-$249K	–	909
2023 Q4	$249K	Sell	4,133 -77	-2%	-$4.1K	0.01%	605
2023 Q3	$209K	Buy	+4,210	New	+$191K	0.01%	742
2023 Q2	–	Sell	-4,111	Closed	-$185K	–	2290
2023 Q1	$185K	Buy	+4,111	New	+$185K	0.01%	788

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return