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
SCHE Schwab Strategic Tr Us Emergin	$0	$320,000 0.01% of portfolio	10,639	Q2 2025 Added 1.51%
IAU Ishares Gold Trust	$53.5B	$319,000 0.01% of portfolio	5,131	Q2 2025 New
IBMQ Ishares Tr Ibonds Dec 2028 Ter	$0	$316,000 0.01% of portfolio	12,459	Q2 2025 Reduced 0.01%
AVUS American Centy ETF Tr Avantis	$0	$316,000 0.01% of portfolio	3,142	Q2 2025 Added 33.47%
XLE Energy Sector Spdr	$0	$304,000 0.01% of portfolio	3,591	Q2 2025 Reduced 14.97%
VDE Vanguard Energy ETF	$0	$297,000 0.01% of portfolio	2,495	Q2 2025 Reduced 9.76%
IJR Ishares Core S&P Sm Cap ETF	$0	$296,000 0.01% of portfolio	2,717	Q2 2025 Added 5.84%
SPSM Spdr Portfolio S&P 600 Small C	$0	$285,000 0.01% of portfolio	6,703	Q3 2024 Reduced 2.33%
ESGD Ishares Trust Ishares Esg Awar	$0	$280,000 0.01% of portfolio	3,146	Q2 2025 Reduced 0.82%
PAPR Innovator U.S. Equity Power Bu	$0	$278,000 0.01% of portfolio	7,458	Q1 2025 Reduced 0.31%
VNQ Vanguard Specialized Funds Van	$0	$278,000 0.01% of portfolio	3,122	Q2 2025 Reduced 66.14%
VAW Vanguard Materials ETF	$0	$277,000 0.01% of portfolio	1,425	Q2 2025 New
DVY Ishares Tr	$0	$276,000 0.01% of portfolio	2,082	Q4 2024 Reduced 11.78%
FVD First Tr Value Line Divid Inde	$0	$276,000 0.01% of portfolio	6,190	Q2 2024 New
QTEC First Trust Nasdaq 100 Technol	$0	$275,000 0.01% of portfolio	1,296	Q2 2025 Reduced 20.1%
GBTC Grayscale Bitcoin Trust (Btc)	$66.3B	$273,000 0.01% of portfolio	3,223	Q4 2024 Reduced 35.87%
PAVE Global X Fds Us Infrastructure	$0	$257,000 0.01% of portfolio	5,908	Q2 2025 New
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$253,000 0.01% of portfolio	10,447	Q1 2025 Added 9.65%
LRGE Legg Mason ETF Invt Tr Clearbr	$0	$253,000 0.01% of portfolio	3,197	Q2 2025 Reduced 1.48%
NULV Nuveen Esg Large Cap Value ETF	$0	$245,000 0.01% of portfolio	5,860	Q2 2025 Reduced 46.98%
POCT Innovator U.S. Equity Power Bu	$0	$245,000 0.01% of portfolio	5,952	Q1 2025 Reduced 8.37%
XLI Industrial Sector Spdr	$0	$238,000 0.01% of portfolio	1,617	Q2 2025 Reduced 8.13%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$231,000 0.01% of portfolio	4,767	Q2 2025 Reduced 8.66%
FNDE Schwab Fundamental Emerging Mk	$0	$225,000 0.01% of portfolio	6,840	Q2 2025 Added 2.36%
FTA First Tr Large Cap Value	$0	$224,000 0.01% of portfolio	2,855	Q4 2023 New
XLV Select Sector Spdr Fund Health	$0	$221,000 0.01% of portfolio	1,644	Q2 2025 Reduced 12.6%
PJUL Innovator U.S. Equity Power Bu	$0	$217,000 0.01% of portfolio	4,955	Q2 2025 New
KNG Ft Cboe Vest S&P 500 Dividend	$0	$210,000 0.01% of portfolio	4,297	Q2 2025 Reduced 9.25%
IXC Ishares Tr Global Energy ETF	$0	$209,000 0.01% of portfolio	5,320	Q2 2025 Added 0.4%

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