Avantax Planning Partners, Inc. ETFs

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$717,000 0.02% of portfolio
6,550
Q2 2025 New
$0
$715,000 0.02% of portfolio
29,293
Q2 2025 Reduced 8.08%
$0
$697,000 0.02% of portfolio
5,482
Q2 2025 Added 16.19%
$0
$696,000 0.02% of portfolio
6,379
Q2 2025 Reduced 14.01%
$0
$695,000 0.02% of portfolio
4,206
Q2 2023 Added 2.59%
$0
$694,000 0.02% of portfolio
13,255
Q2 2025 Added 7.15%
$0
$693,000 0.02% of portfolio
29,182
Q2 2025 Reduced 0.02%
$0
$693,000 0.02% of portfolio
2,477
Q2 2025 Added 0.04%
$0
$685,000 0.02% of portfolio
1,954
Q2 2025 Added 0.1%
$0
$674,000 0.02% of portfolio
26,778
Q1 2025 Added 3.39%
$0
$654,000 0.02% of portfolio
25,851
Q2 2025 Added 2.8%
$0
$608,000 0.02% of portfolio
14,964
Q2 2025 Reduced 6.45%
$0
$601,000 0.02% of portfolio
2,421
Q2 2025 Reduced 73.15%
$0
$589,000 0.02% of portfolio
20,154
Q3 2024 Reduced 32.33%
$0
$572,000 0.02% of portfolio
10,266
Q2 2025 Reduced 10.89%
$0
$570,000 0.02% of portfolio
3,292
Q1 2024 Added 0.73%
$0
$555,000 0.02% of portfolio
4,495
Q2 2025 Reduced 0.31%
$0
$522,000 0.02% of portfolio
14,717
Q2 2025 Reduced 30.39%
$0
$510,000 0.02% of portfolio
22,952
Q2 2025 Reduced 30.03%
$0
$497,000 0.02% of portfolio
1,130
Q2 2025 Reduced 8.5%
$0
$495,000 0.02% of portfolio
2,895
Q2 2025 Added 6.75%
$0
$490,000 0.02% of portfolio
12,114
Q2 2025 Reduced 0.01%
$0
$472,000 0.02% of portfolio
5,029
Q2 2025 Reduced 24.79%
$0
$466,000 0.01% of portfolio
9,276
Q2 2025 Added 5.06%
$0
$465,000 0.01% of portfolio
1,966
Q1 2025 Added 45.41%
$0
$460,000 0.01% of portfolio
1,645
Q2 2025 Reduced 17.59%
$0
$452,000 0.01% of portfolio
8,870
Q2 2025 Reduced 1.2%
$0
$450,000 0.01% of portfolio
14,616
Q2 2025 Reduced 23.38%
$0
$432,000 0.01% of portfolio
1,989
Q1 2025 Reduced 13.63%
$0
$431,000 0.01% of portfolio
10,827
Q2 2025 Reduced 13.53%
$0
$417,000 0.01% of portfolio
5,000
Q2 2025 Added 41.2%
$0
$415,000 0.01% of portfolio
6,951
Q4 2022 New
$0
$414,000 0.01% of portfolio
2,759
Q1 2025 New
$0
$407,000 0.01% of portfolio
4,414
Q1 2023 New
$0
$399,000 0.01% of portfolio
3,645
Q2 2025 Reduced 7.84%
$0
$367,000 0.01% of portfolio
9,794
Q2 2025 Reduced 6.95%
$0
$365,000 0.01% of portfolio
4,474
Q2 2025 Added 0.09%
$0
$364,000 0.01% of portfolio
3,961
Q4 2024 Reduced 5.4%
$0
$361,000 0.01% of portfolio
8,202
Q4 2024 Reduced 0.68%
$0
$358,000 0.01% of portfolio
7,026
Q2 2025 New
$0
$358,000 0.01% of portfolio
14,226
Q2 2025 Reduced 35.62%
$0
$357,000 0.01% of portfolio
15,296
Q2 2025 Reduced 39.18%
$0
$347,000 0.01% of portfolio
13,000
Q2 2025 Reduced 0.52%
$0
$346,000 0.01% of portfolio
1,021
Q2 2025 Added 10.5%
$18B
$346,000 0.01% of portfolio
10,573
Q2 2025 Reduced 63.83%
$0
$338,000 0.01% of portfolio
2,500
Q4 2024 Added 0.04%
$0
$338,000 0.01% of portfolio
13,229
Q1 2025 Reduced 0.13%
$0
$330,000 0.01% of portfolio
13,043
Q2 2025 Reduced 0.78%
$0
$325,000 0.01% of portfolio
5,104
Q1 2024 Added 34.63%
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