AAS
ASM

Avantax Advisory Services’s Avino Silver & Gold Mines ASM Stock Holding History

Avantax Advisory Services’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$55.8K Buy
15,500
+3,000
+24% +$8.07K ﹤0.01% 2324
2025
Q1 		$23K Buy
+12,500
New +$17K ﹤0.01% 2215

Other funds holding ASM

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Avantax Advisory Services's ASM Position: Q2 2025 in Review

Avantax Advisory Services increased its Avino Silver & Gold Mines (ASM) stake by 24% in Q2 2025, buying an estimated $8.07K and bringing the position to 15,500 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Avantax Advisory Services first reported a position in ASM in Q1 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold ASM as of Q2 2025.

  • Avantax Advisory Services held 15,500 shares of Avino Silver & Gold Mines worth $55.8K as of Q2 2025.
  • Avantax Advisory Services bought 3,000 Avino Silver & Gold Mines shares in Q2 2025, an estimated $8.07K.
  • Avino Silver & Gold Mines made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2324 holding.
  • Avantax Advisory Services first reported a position in Avino Silver & Gold Mines in Q1 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.