AAS
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Ameritas Advisory Services’s Invesco Bond Fund VBF Stock Holding History

Ameritas Advisory Services’s Portfolio VBF Stock Details VBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-500
Closed -$7.72K – 2903
2025
Q2 		$7.72K Buy
+500
New +$7.66K ﹤0.01% 2110
2023
Q2 		– Sell
-500
Closed -$7.71K – 2433
2023
Q1 		$7.71K Buy
+500
New +$8.07K ﹤0.01% 2005

Other funds holding VBF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Ameritas Advisory Services sold out of Invesco Bond Fund (VBF) in Q3 2025, closing a stake of 500 shares — an estimated $7.72K sold.

Ameritas Advisory Services first reported a position in VBF in Q1 2023 and held it in 2 quarters. The position peaked at $7.72K in Q2 2025. 46 funds tracked by Wall St. Rank hold VBF as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Invesco Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 500 Invesco Bond Fund shares in Q3 2025, an estimated $7.72K.
  • Ameritas Advisory Services first reported a position in Invesco Bond Fund in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Invesco Bond Fund position peaked at $7.72K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q3 2025.

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