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Ameritas Advisory Services’s TBG Dividend Focus ETF TBG Stock Holding History

Ameritas Advisory Services’s Portfolio TBG Stock Details TBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-453
Closed -$14.6K – 2848
2025
Q2 		$14.6K Buy
+453
New +$14.2K ﹤0.01% 1869

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Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ameritas Advisory Services sold out of TBG Dividend Focus ETF (TBG) in Q3 2025, closing a stake of 453 shares — an estimated $14.6K sold.

Ameritas Advisory Services first reported a position in TBG in Q2 2025 and held it in 1 quarter. The position peaked at $14.6K in Q2 2025. 31 funds tracked by Wall St. Rank hold TBG as of Q3 2025.

  • Ameritas Advisory Services reported no remaining TBG Dividend Focus ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 453 TBG Dividend Focus ETF shares in Q3 2025, an estimated $14.6K.
  • Ameritas Advisory Services first reported a position in TBG Dividend Focus ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's TBG Dividend Focus ETF position peaked at $14.6K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q3 2025.

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