AAS
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Avantax Advisory Services’s Aspen Aerogels ASPN Stock Holding History

Avantax Advisory Services’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$102K Sell
17,253
-3,272
-16% -$18.8K ﹤0.01% 2287
2025
Q1 		$131K Buy
+20,525
New +$198K ﹤0.01% 2138

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

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

Avantax Advisory Services reduced its Aspen Aerogels (ASPN) stake by 16% in Q2 2025, selling an estimated $18.8K and leaving 17,253 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

Avantax Advisory Services first reported a position in ASPN in Q1 2025 and has held it in 2 quarters since. The position peaked at $131K in Q1 2025. 182 funds tracked by Wall St. Rank hold ASPN as of Q2 2025.

  • Avantax Advisory Services held 17,253 shares of Aspen Aerogels worth $102K as of Q2 2025.
  • Avantax Advisory Services sold 3,272 Aspen Aerogels shares in Q2 2025, an estimated $18.8K.
  • Aspen Aerogels made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2287 holding.
  • Avantax Advisory Services first reported a position in Aspen Aerogels in Q1 2025 and has held it in 2 quarters since.
  • Avantax Advisory Services's Aspen Aerogels position peaked at $131K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2025.

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