Avantax Advisory Services’s abrdn Global Premier Properties Fund AWP Stock Holding History

Avantax Advisory Services’s Portfolio AWP Stock Details AWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$107K	Sell	9,008 -4,774	-35%	-$55.2K	﹤0.01%	2282
2025 Q1	$160K	Sell	13,782 -2,171	-14%	-$25.6K	﹤0.01%	2125
2024 Q4	$185K	Sell	15,953 -7,428	-32%	-$94.8K	﹤0.01%	2067
2024 Q3	$324K	Buy	23,381 +339	+1%	+$4.29K	﹤0.01%	1695
2024 Q2	$264K	Sell	23,042 -3,422	-13%	-$38.6K	﹤0.01%	1779
2024 Q1	$314K	Sell	26,464 -20,172	-43%	-$228K	﹤0.01%	1271
2023 Q4	$543K	Buy	46,636 +1,673	+4%	+$18.1K	0.01%	952
2023 Q3	$491K	Sell	44,963 -34,293	-43%	-$404K	0.01%	953
2023 Q2	$932K	Sell	79,256 -2,955	-4%	-$34.4K	0.01%	706
2023 Q1	$1.02M	Sell	82,211 -23,396	-22%	-$294K	0.01%	663
2022 Q4	$1.24M	Sell	105,607 -23,767	-18%	-$286K	0.02%	557
2022 Q3	$1.48M	Buy	129,374 +5,464	+4%	+$80.2K	0.02%	444
2022 Q2	$1.82M	Buy	123,910 +3,758	+3%	+$61.6K	0.03%	394
2022 Q1	$2.32M	Buy	+120,152	New	+$2.25M	0.03%	346
2020 Q4	–	Sell	-4,936	Closed	-$67K	–	959
2020 Q3	$67K	Buy	+4,936	New	+$70.8K	﹤0.01%	1326

Other funds holding AWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

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

Avantax Advisory Services reduced its abrdn Global Premier Properties Fund (AWP) stake by 35% in Q2 2025, selling an estimated $55.2K and leaving 9,008 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Avantax Advisory Services first reported a position in AWP in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.32M in Q1 2022. 83 funds tracked by Wall St. Rank hold AWP as of Q2 2025.

Avantax Advisory Services held 9,008 shares of abrdn Global Premier Properties Fund worth $107K as of Q2 2025.
Avantax Advisory Services sold 4,774 abrdn Global Premier Properties Fund shares in Q2 2025, an estimated $55.2K.
abrdn Global Premier Properties Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2282 holding.
Avantax Advisory Services first reported a position in abrdn Global Premier Properties Fund in Q3 2020 and has held it in 15 quarters since.
Avantax Advisory Services's abrdn Global Premier Properties Fund position peaked at $2.32M in Q1 2022.
83 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2025.

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